Job Information
Bank of America Treasury Sales Officer I/II in New York, New York
Treasury Sales Officer I/II
New York, New York;Chicago, Illinois; Charlotte, North Carolina
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
Have 2 openings available.
1 Director in Chicago, Charlotte, or NYC
1 VP in Chicago, Charlotte, or NYC
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsibilities:
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
Partners 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
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Fosters 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
Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
Required Qualifications:
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
corporate client set experience.
Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
Demonstrate creative thinking while adhering to guidelines
Strong business/financial acumen
Foster strong partnerships within the core team and build trust and deep, market differentiating relationships with clients
Manage risk while balancing the needs of the client, the team, and the bank
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
Desired Qualifications:
US and International treasury management and/or product knowledge
Intrinsically motivated to continuously improve processes and/or one’s own education
Lead small groups while effectively delegating tasks
Exercises the desire to mentor and sponsor other associates
Certified Treasury Professional certification or equivalent
Education: BA degree or equivalent work experience
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Oral and Written Communications
Negotiation Skills
Listening Skills
Strategic Thinking
Problem Resolution Skills
Prioritization Skills
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .