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. We are seeking a Treasury Sales Officer III to join our team.

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

• Minimum of 10 years of relevant experience in banking, treasury and/or financial services
• Ability to Travel between up to 50% of time including long day and some overnight travel
• Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships
• Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments
• Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders
• Able to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction
• Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework
• Able to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team
• Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts
• Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers

Desired Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent
• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience

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