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About the Role

This role is responsible for leading product experts in supporting Global Transaction Services, focusing on client engagements, account management, closing complex deals, and exploring emerging solution opportunities with strategic clients. The position involves acting as a product sales or industry expert in client calls, identifying opportunities, influencing solutions, and fostering collaboration between product, sales, and client relationship teams to deliver leading solutions that address client challenges.

Responsibilities

Manage and actively pursue treasury revenue streams and product penetration across assigned portfolios.
Pursue client prospect opportunities outside of the assigned portfolio.
Collaborate with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, and Liquidity Specialists to provide treasury solutions.
Act as a digital ambassador, driving mobile, digital, and real-time payments adoption.
Lead strategic dialogues around key client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as a trusted advisor for working capital and financial technology.
Articulate and understand the not-for-profit, healthcare, and higher education environments, including reform and industry issues, to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participate and lead speaking engagements at key industry organizations (e.g., HFMA, NACUBO).
Proactively create client/prospect events focused on industry trends like Innovation, Fraud, Patient Satisfaction, System Integration, etc.
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce.
Engage with client teams to maintain momentum with existing clients and prospects.
Drive expansion of Solutions Per Relationship (SPR).
Be accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and leading client-facing treasury presentations.
Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
Maintain a strong client focus while understanding the operational aspects of the bank.
Be motivated to achieve goals and meet performance metrics.
Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Focus on client relationship development, including growing new relationships and deepening existing ones.
Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client-facing treasury presentations.
Partner with bankers and product specialists to develop customized treasury solutions.
Lead pricing and negotiation discussions with clients for treasury management products.
Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

3 years of Treasury Sales Officer Experience
Ability to travel up to 25% of the time
Successful track record in treasury management sales
Broad and deep familiarity with global treasury management products, services, and trends
Proven business development and relationship management skills with complex clients
Excellent verbal and written communication and presentation skills
Proven negotiation and active listening skills
Strong executive presence
Adept at critical and strategic thinking and problem resolution
Strong business/financial acumen
Ability to successfully maneuver through the enterprise, engage partners, and escalate as needed
Demonstrates the ability to foster strong partnerships within the core team
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction
Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment
Effectively manages risk while balancing the needs of the client, the team, and the bank

Skills

Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
Prospecting
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience
Card solution experience
Treasury management products, services and trends
Global treasury management products, services and trends

Location

United States of America

Work Type

Onsite
Full-time

Experience Level

3+ years banking experience

Education Level

Bachelor's Degree or Equivalent Work Experience
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth.
We are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
At Bank of America, each day brings innovation and opportunity.
We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries.
We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch.
Challenge the status quo and influence peers with diverse points of view.
Forward thinkers willing to embrace technology and see what's next in treasury management.
The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Equal Opportunity

Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
Innovative and Curious: 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
Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.