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About the Role

Bank of America is seeking motivated individuals to join their Global Transaction Services team. This role involves supporting clients in treasury management, including liquidity management, payments, FX, and commercial card services. You will act as a product sales expert, identifying opportunities, influencing solutions, and collaborating with internal teams to deliver leading treasury solutions.

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 Not-For-Profit Healthcare and Private Higher Education companies as a working capital, financial technology, and trusted advisor.
Articulate and understand the not-for-profit, healthcare, and higher education environment, 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 impactful client/prospect events focused on industry trends.
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).
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.
Maintain a consistent level of goal achievement and challenge oneself with 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 growth of 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

5 years of Treasury Sales Officer Experience.
Ability to travel up to 10% 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
Inclusive and Inspiring
Authentic and Passionate
Innovative and Curious
Confident and Agile

Location

United States of America

Work Type

Onsite
Full-time

Experience Level

5+ 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.
This includes our commitment 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.
The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.