Sr. Treasury Sales Officer page is loaded
Sr. Treasury Sales Officer
Apply locations Atlanta time type Full time posted on Posted 30+ Days Ago job requisition id 23010901Job Description:
This role is responsible for the delivery of integrated treasury solutions to clients/prospects that may be US or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities, as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
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. We are looking for
highly motivated, self-starters who can advocate for our clients in
providing liquidity management, payments and receipts, trade and
supply chain finance, FX and commercial card services, by
complementing high tech with a personalized touch. Challenge the status
quo and influence peers with diverse points of view. Forward thinkers
with ability to see what's next in treasury management. The future of
treasury management is here at Bank of America. Powered by people.
Driven by Technology.
The Global Treasury Sales Officer (TSO) is responsible for managing and
growing a portfolio of Middle Market clients and prospective clients
located in the North/South Carolina. Target clients have revenue
between $250million-$2billion+. The successful candidate will
understand and influence clients’ treasury objectives and processes, and
will recommend and close sale of bank services to address those needs.
The candidate will have a solid understanding of treasury software, tools,
and integration with bank systems. The TSO will partner closely with the
Relationship Manager and other key partners in Credit, Card and
Merchant Services to develop and execute a deepening strategy for each
client and an advancement strategy for each prospect, including regular
in-person and video meetings to introduce ideas and formally propose
solutions. The role will require travel within the geographic territory,
including overnight travel. Clear and constant communication with key
partners is essential.
TSO is accountable for meeting targets for revenue growth, high-quality
value-add client engagement across the coverage universe, and portfolio
pricing and profitability.
Participation in projects to advance our broader business and coaching
of junior team members, especially Treasury Sales Associates and
Analysts, is expected.
*Required Skills: “Must” have these skills to be minimally qualified .
Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities Innovative and Curious: Seeking 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 Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Successful history of direct treasury management sales experience to companies and understanding of corporate treasury processes and tools.
• Ability to travel to call on geographically dispersed clients; travel 50%.
• Excellent verbal/ written communication and presentation skills
• Strong understanding of treasury technologies and emerging trends and ability to advise clients on these points.
• • Excellent critical/strategic thinking and listening skills
• • Strong business/financial acumen
• Demonstrates the ability to foster strong partnerships with teammates 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
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work in a fast paced environment
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
CTP is a plus
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This role is responsible for the delivery of integrated treasury solutions to clients/prospects that may be US or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities, as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
Responsibilities:
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
• Participates actively in the Client Management Process (CMP) that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Supports digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
• Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure
Skills:
• Business Development
• Consulting
• Treasury Product and Solutions
• Business Analytics
• Presentation Skills
• Customer Focus
• Collaborating
• Critical Thinking
• Problem Solving
• Relationship Building
• Establishing Trust
• Teamwork
• Written Communication
• Oral Communication
• Microsoft Office Suite
Shift:
1st shift (United States of America)Hours Per Week:
40About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
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