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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 partnering with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet client and prospect needs.

Responsibilities

Manage and pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between $20 million to $50 million.
Pursue client prospect opportunities outside of the assigned portfolio.
Partner closely with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, and Liquidity Specialists to provide US and International treasury solutions.
Act as a digital ambassador driving mobile, digital, and real-time payments adoption.
Lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
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 and an understanding of the bank's operational aspects.
Possess strong bank and industry awareness of various treasury products and services.
Maintain a consistent level of goal achievement and be willing to 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, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Maintain treasury industry expertise, line of business expertise, and a broad understanding of bank structure and the operational aspects of global cash management products and services.
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 across the enterprise to develop customized treasury solutions.
Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

3 years of Treasury Sales Officer Experience
Ability to travel up to 20% 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

Location

United States of America

Work Type

Onsite
Full-time

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. Join us!