Full-Time

Treasury Sales Officer II

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Compensation Overview

$125k - $225kAnnually

+ Discretionary Incentive

Senior

North Bethesda, MD, USA + 2 more

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

Category
Treasury
Finance & Banking
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 clients' 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
  • Meeting targets for revenue growth, high-quality value-add client engagement, portfolio pricing and profitability, and client satisfaction
  • Participating in projects to advance broader business and coaching 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 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 service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives while managing their investments and risks effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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