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About the Role
This role is responsible for leading product experts in client engagements, account management, closing complex deals, and exploring emerging solution opportunities with strategic clients within Global Payments Services. 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 an assigned portfolio of Commercial Banking entities, and potentially client prospects outside the portfolio.
- Collaborate with Client Managers, Treasury Sales Analysts, Credit Officers, and other specialists to provide treasury solutions tailored to client needs.
- Act as a digital ambassador, driving adoption of mobile, digital, and real-time payments.
- Lead strategic dialogues on client-centric issues, utilizing best practices, peer benchmarking, industry data analytics, and solution positioning.
- Be accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, and client-facing treasury presentations.
- Identify and evaluate treasury solutions based on client-focused cost/benefit and bank-focused profitability analysis.
- Maintain strong client focus and understanding of the bank's operational aspects and industry awareness of treasury products and services.
- Drive revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal/presentation development.
- Focus on client relationship development, both new and existing, by identifying client needs.
- Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, pricing strategy, and proposal responses.
- Partner with bankers and product specialists to develop customized treasury solutions.
- Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and growth.
- Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs.
Requirements
- 3 years of Treasury Sales Officer Experience
- Ability to travel up to 30% 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
- Treasury Sales Officer Experience
- Treasury management sales
- Global treasury management products, services, and trends
- Business development
- Relationship management
- Communication skills
- Presentation skills
- Negotiation skills
- Active listening skills
- Executive presence
- Critical thinking
- Strategic thinking
- Problem resolution
- Business acumen
- Financial acumen
- Partnership building
- Priority management
- Client satisfaction
- Individual contributor skills
- Teamwork
- Risk management
Location
- United States of America
Work Type
- In-office culture
- Full-time
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
Benefits
- Affordable, competitive and flexible benefits
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 fostering 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.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.