Full-Time

Treasury Sales Officer II

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Compensation Overview

$125k - $225kAnnually

+ Discretionary Incentive

Senior

North Bethesda, MD, USA + 2 more

More locations: McLean, VA, USA | Baltimore, MD, USA

In-office presence required in McLean, North Bethesda, and Baltimore.

Category
Treasury
Finance & Banking
Required Skills
Risk Management
Requirements
  • Successful history (at least 5 years) of direct treasury management sales experience to medium- and/or large-scale corporates. Experience with client concerns around managing cross-border treasury processes and familiarity with the requirements of financial sponsor owners
  • Excellent verbal/ written communication and presentation skills
  • Strong understanding of treasury processes, technologies and emerging trends and ability to advise clients on these points
  • Excellent critical/strategic thinking and listening skills
  • Strong business/financial acumen
  • Demonstrates the ability to foster strong partnerships with teammates 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
  • Effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work in a fast paced environment
  • B.S. or B.A. in finance, economics, or another undergraduate degree or equivalent work experience
Responsibilities
  • Managing and growing a portfolio of complex, growth-oriented general industries and government services clients and prospective clients
  • Understanding and influencing clients’ treasury objectives and processes
  • Recommending and closing sale of bank services to address client needs
  • Partnering closely with Relationship Managers and other key partners in Credit, Card and Currency Risk Management
  • Developing and executing a deepening strategy for each client and an advancement strategy for each prospect
  • Conducting regular in-person and video meetings to build deep understanding of clients, introduce ideas and formally propose solutions
  • Accountable for meeting targets for revenue growth, high-quality value-add client engagement, portfolio pricing and profitability, and client satisfaction
  • Participation in projects to advance broader business and coaching of junior team members, especially Treasury Sales Associates and Analysts

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 has a significant presence in the U.S., serving around 56 million consumer and small business accounts. Bank of America stands out from its competitors by being a leader in wealth management and corporate investment banking, which allows them to cater to a diverse clientele. The goal of Bank of America is to help their customers achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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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