Treasury Sales Officer III (MD/Dir)

About the role

At Bank of America, we are dedicated to helping our clients manage their financial needs effectively through innovative treasury solutions. The Treasury Sales Officer III (TSO) plays a crucial role in managing and growing treasury revenue and profitability for Fortune 500 global companies within the Global Large Corporate Healthcare Group.

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 12 years of experience in a comparable role
• Ability to travel at least 50% of the time
• Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Authentic and Passionate: 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
• Innovative and Curious: Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills with strong executive presence
• Executive Presence – ability to navigate discussions with senior client contacts, influence, and build strong relationships
• Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

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