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About the Role
The Treasury Sales Officer (TSO) will manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group. They will partner with various internal teams to present customized working capital & treasury solutions that meet client objectives.
Responsibilities
- Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
- Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
- Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
- Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
- Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
- Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
- Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
Requirements
- Minimum 8 years of experience in comparable role
- Ability to travel at least 50% of the time
- Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade).
- Broad and deep familiarity with global treasury management products, services and trends
- Proven business development and relationship management skills with a corporate client set
- Excellent verbal/ written communication and presentation skills
- Proven negotiation and active listening skills with strong executive presence
- Ability to foster strong partnerships within the core team 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
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
- Agility
- Cross-functional Collaboration
- Executive Presence
- Data-driven mindset
Location
- US - NY - New York
Work Type
- 1st shift
- 40 hours per week
Experience Level
- Minimum 8 years of experience
Salary/Compensations
- $133,200.00 - $235,000.00 annualized salary
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
- Discretionary incentive eligible
- Eligible to participate in the annual discretionary plan
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 are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.