Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This job is responsible for the delivery of integrated treasury solutions to clients and prospects, managing and pursuing treasury revenue streams, increasing product penetration, and consulting on sales opportunities. The role involves providing product knowledge to meet client and prospect needs.

Responsibilities

• Deliver integrated treasury solutions to Financial Institution and Government clients and prospects.
• Actively manage and pursue treasury revenue streams.
• Increase product penetration across an assigned portfolio.
• Partner closely with client-facing teammates to consult on sales opportunities.
• Provide product knowledge to deliver the best possible solution to meet client and prospect needs.
• Lead strategic client dialogue around payments, modernization, industry trends, client-centric issues, best practices, data analytics, and solution positioning.
• Act as a digital ambassador driving mobile, digital, and real-time payments adoption.
• Manage and lead strategic dialogues around key client-centric issues.
• 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 a client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain a strong client focus while understanding operational aspects of the bank.
• Maintain a strong bank and industry awareness of various treasury products and services.
• Be motivated to maintain a consistent level of goal achievement 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, from growth of new relationships to 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 the client for treasury management products.
• Coach and mentor Treasury Analysts.
• Work with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

• 5 years of Treasury Sales Officer Experience.
• Ability to travel up to 20% of time, including long days and some overnight travel.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services, and trends.
• Knowledge of fintech and Paytech industry, including ecosystem participants.
• 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

Location

• US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)
• US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

• 1st shift (United States of America)
• 40 Hours Per Week

Experience Level

• 5 years of Treasury Sales Officer Experience

Education Level

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent

Salary/Compensations

• $133,200.00 - $235,000.00 annualized salary

Benefits

• Discretionary incentive eligible
• Eligible to participate in the annual discretionary plan.
• Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• Industry-leading benefits, access to paid time off, resources and support to our employees.

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 and providing a culture of caring is core to how we drive Responsible Growth.
• We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
• This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
• We value the unique perspectives individuals bring from all backgrounds and career paths.
• These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
• Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
• Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Equal Opportunity

• For internal employees; participation in a work from home posture does not make you ineligible to post.