Full-Time

Senior Treasury Sales Officer

Paytech and NBFI Sales

Posted on 1/24/2025

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Compensation Overview

$125k - $225kAnnually

+ Discretionary Incentive

Senior, Expert

San Francisco, CA, USA + 3 more

More locations: Chicago, IL, USA | New York, NY, USA | Ontario, CA, USA

The job requires in-office presence at one of the specified locations.

Category
Treasury
Finance & Banking
Required Skills
Risk Management
Data Analysis
Requirements
  • BS/BA Degree or equivalent work experience
  • 8+ years of relevant experience in banking, treasury, and/or finance
  • Successful history of direct and comprehensive treasury management sales experience
  • Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
  • 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
  • Broad and deep familiarity with global treasury management products, services and trends
  • Strong Executive presence both internally/externally with ability to lead C- suite meetings
  • Ability to travel approximately 50% of the time
Responsibilities
  • Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
  • Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio
  • Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
  • Lead, coach, develop Treasury Sales Analyst in day to day 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, leveraging best practices, peer benchmarking and industry data analytics
  • Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events
Desired Qualifications
  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work
  • 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

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. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The company's goal is to help clients achieve their financial objectives through comprehensive and accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking boosts Bank of America's online service offerings.
  • Interest in sustainable finance aligns with Bank of America's green investment opportunities.
  • Fintech partnerships enhance Bank of America's customer experience and technological capabilities.

What critics are saying

  • Increased competition in credit facilities may tighten Bank of America's profit margins.
  • Large-scale capital raises by companies could pressure Bank of America to offer better terms.
  • Innovative financial products by competitors may require Bank of America to adapt quickly.

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 bank is a pioneer in wealth management and risk management services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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