Treasury Sales Officer II - Healthcare Not For Profit - Higher Education
Bank of America · Cleveland, OH · 3 wk ago
FinanceFull-time
Responsibilities
- Participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions.
- Driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
- Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology, and trusted advisor.
- Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce.
- Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
- Drive expansion of Solutions Per Relationship (SPR).
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
- Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
- Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Requirements
- 5 years of Treasury Sales Officer Experience
- Ability to Travel between up to 10% of time in normal environment
- Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
- Proven business development and relationship management skills with a complex clients.
- Excellent verbal and written communication and presentation skills.
- Proven negotiation and active listening skills. Strong executive presence.
- Adept at critical and strategic thinking and problem resolution.
- Strong business/financial acumen.
- Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
- Demonstrates the ability to foster strong partnerships within the core team.
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
- Able to effectively manage competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
- 5+ years banking experience
- Prior Card solution experience a plus
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent