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Bank of America

Runs a US consumer bank, brokerage and investment bank

Treasury Sales Officer 2 - Global Payment Solutions, FIG Financial Institutions and Governments

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Five years of Treasury Sales Officer experience is required.
  • Ability to travel up to 40% of the time, including long days and some overnight travel.
  • A successful track record in treasury management sales and broad, deep familiarity with global treasury management products, services, and trends are required.
  • Proven business development and relationship management skills with complex clients are required.
  • Excellent verbal and written communication and presentation skills are required.
  • Proven negotiation and active listening skills, as well as strong executive presence, are required.
  • Critical and strategic thinking and problem-resolution skills are required.
  • Strong business and financial acumen is required.
  • Ability to maneuver through the enterprise, engage partners, and escalate as needed is required.
  • Ability to foster strong partnerships within the core team is required.
  • Ability to manage competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction is required.
  • Ability to work as an individual contributor and as a close team member in a fast-paced environment is required.
  • Ability to manage risk while balancing the needs of the client, the team, and the bank is required.
  • A bachelor's degree or equivalent work experience is required.

Responsibilities

  • Deliver integrated treasury solutions to the Non-Bank Financial Institution Team by actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering with client-facing teammates to consult on sales opportunities.
  • Provide product knowledge to deliver solutions that meet client and prospect needs.
  • Act as a digital ambassador by driving adoption of mobile, digital, and real-time payments; lead strategic dialogues on client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning.
  • Drive revenue and product growth, client calling initiatives, portfolio development, pricing, request for proposal and request for information responses, call preparation, and client-facing treasury presentations.
  • Identify and evaluate treasury solutions through client-focused cost-benefit analysis and bank-focused profitability analysis.
  • Maintain client focus while understanding the bank's operational aspects and maintaining awareness of treasury products and services used by clients.
  • Maintain consistent goal achievement and challenge performance metrics.
  • Drive revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
  • Develop client relationships by growing new relationships and deepening existing ones through identifying client needs.
  • Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and delivery of client-facing treasury presentations.
  • Partner with bankers and product specialists across the enterprise to develop customized treasury solutions based on client-focused cost-benefit and bank-focused profitability analyses.
  • Lead client pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year growth.
  • Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

Desired Qualifications

  • A Bachelor of Science or Bachelor of Arts degree in finance, accounting, management, or another undergraduate field.
  • Certified Treasury Professional certification or equivalent.
  • An MBA or equivalent.
  • Strong understanding of and prior experience supporting Non-Bank Financial Institution client segments, including insurance, mortgage and title, and leasing.
  • Experience in international cash management, card solutions, and/or trade and supply chain finance.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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