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

Target Resume Now

About the Role

Bank of America is seeking motivated individuals to drive innovation in treasury solutions for global clients. This role involves advocating for clients in areas like liquidity management, payments, trade finance, and commercial cards, blending technology with personalized service. Challenge the status quo and influence peers with diverse viewpoints, demonstrating ownership and a forward-thinking approach to treasury management.

Responsibilities

Manage and grow treasury revenue across a portfolio of Large Corporate TMT clients.
Partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card, and Foreign Exchange partners to develop customized treasury solutions.
Focus on growing new and underpenetrated client relationships, and expanding existing ones.
Be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.
Maintain strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise, and a broad understanding of bank structure and global cash management products/services.
Possess strong communication and interpersonal skills, ability to influence, lead and mobilize business partners, and appropriate financial acumen.
Maintain a consistent level of goal achievement and challenge oneself.
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.
Develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
Participate actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Foster digital adoption by driving mobile, digital, and real-time payments adoption.
Manage strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintain an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

Requirements

Minimum of 3 years of experience in a similar role.
Treasury / cash management industry experience, including global product knowledge and industry trends.
Ability to travel up to 50%.
Ability to demonstrate creative thinking while adhering to guidelines.
Strong business/financial acumen.
Proven ability to foster strong partnerships within the core team.
Ability to build trust and deep, market differentiating relationships with clients.
Motivated team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.
Highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities.
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.
Strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
Excellent verbal/written communication and presentation skills.
Proven negotiation and active listening skills.
Business development and relationship management skills with a corporate client set.
Excellent critical/strategic thinking and problem resolution skills.
Strong time management and prioritization skills.
Ability to effectively manage risk while balancing the needs of the client, the team, and the bank.
Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment.
Strong executive presence both internally/externally.

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
Negotiation
Active Listening
Executive Presence

Location

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Work Type

In-office culture
Full-time

Experience Level

Minimum of 3 years of experience

Salary/Compensations

$108,000.00 - $160,000.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support for employee wellness
Discretionary incentive eligible
Eligible for annual discretionary award based on performance

About the Company

Bank of America is 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.
We are committed to being a Great Place to Work and providing a culture of caring.
We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
We are dedicated to turning technology advances into treasury solutions for our clients globally across all segments and industries.

Equal Opportunity

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators