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 relationships 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
• Strong executive presence both internally/externally

Skills

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Coaching
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Collaboration
• Critical Thinking
• Oral Communications
• Prioritization
• Prospecting

Shift

1st shift (United States of America)

Hours Per Week: 40