Treasury Sales Officer II - Transformative Technology Group
Bank of America · Atlanta, GA · 2 wk ago
FinanceFull-time
About the role
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
Responsibilities
- Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolios.
- Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
- Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery.
- Focus on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
- Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
- Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
- Coach and mentor Treasury Analysts and work 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 30% 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.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
Qualifications
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- International banking experience
- Intrinsic motivation for process improvement
- Proven track record of prioritizing competing priorities and leading small groups while delegating tasks
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent