Treasury Sales Officer III

About the role

At Bank of America, we are dedicated to helping our clients manage their financial needs through innovative treasury solutions. This role involves managing and growing treasury revenue across a portfolio of large corporate natural resource (NRG) clients.

Responsibilities

• Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Led, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
• Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events

Requirements

• 10+ years of experience in Treasury sales or a similar role
• Treasury / cash management industry experience, including global product knowledge and industry trends
• Ability to travel 50% of the time
• Out-of-the-box ideas and solutions, looking to challenge the status quo
• Strong business/financial acumen
• Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
• Strong time management and prioritization skills
• Able to effectively manage risk while balancing the needs of the client, the team, and the bank

Qualifications

• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills
• Business development and relationship management skills with a corporate client set
• Excellent critical/strategic thinking and problem resolution skills
• Ability to demonstrate creative thinking while adhering to guidelines
• Strong business/financial acumen
• Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
• Strong time management and prioritization skills
• Able to effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
• Strong executive presence both internally/externally