Full-Time

Treasury Sales Officer

Posted on 10/25/2024

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Mid

Houston, TX, USA

Category
Treasury
Finance & Banking
Required Skills
Sales
Data Analysis
Requirements
  • Bachelor’s degree or equivalent work experience
  • Intellectually curious and motivated to continuously improve processes
  • Sales and client relationship experience - at least 3 - 5 years
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Excellent critical/strategic thinking and problem resolution skills
  • Successfully demonstrates creative thinking while adhering to guidelines
  • Strong business/financial acumen of all types of simple and complex clients
  • Demonstrates the 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
  • Successfully maneuvers throughout the enterprise
  • Proactively engages all internal partners for sales opportunities
  • 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 close team member in a fast paced environment
Responsibilities
  • Focus on growing new and existing relationships by identifying and cross selling our global treasury solutions
  • Lead, coach, and develop Treasury Sales Analysts in day to say support of client deliverables
  • Be a digital ambassador driving mobile, digital, and real time payments adoption
  • Manage and lead strategic dialogues around key client centric issues by leveraging industry best practices, peer benchmarking, and industry data analytics
  • Maintain a strong client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

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Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.
  • Tech partnerships in financial services require rapid innovation to stay competitive.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is a leading wealth management institution worldwide.

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