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Treasury Sales Officer

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Bank of America

2mo ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • New York

AI generated summary

  • You need a BS/BA, 5+ years in banking/finance, treasury sales experience, strong client relationship skills, risk management abilities, global product knowledge, and ability to travel 30%.
  • You will manage treasury solutions for clients, drive revenue growth, develop custom solutions, lead client presentations, coach team members, and ensure digital adoption while maintaining industry expertise.

Requirements

  • BS/BA Degree or equivalent work experience
  • 5+ years of relevant experience in banking, treasury, and/or finance
  • Successful history of direct and comprehensive treasury management sales experience
  • Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build a 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 as an individual contributor as well as a close team member in a fast paced environment
  • Broad and deep familiarity with global treasury management products, services and trends
  • Strong Executive presence both internally/externally with ability to lead C- suite meetings
  • Ability to travel approximately 30% of the time

Responsibilities

  • This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects. 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. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
  • Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
  • Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
  • Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
  • Consults on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
  • Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

FAQs

What is the main purpose of the Treasury Sales Officer role at Bank of America?

The main purpose of the Treasury Sales Officer role is to deliver integrated treasury solutions to Non-Bank Financial Institution clients and prospects while actively managing treasury revenue streams and increasing product penetration across an assigned portfolio.

What qualifications are required for the Treasury Sales Officer position?

A BS/BA Degree or equivalent work experience, along with 5+ years of relevant experience in banking, treasury, and/or finance, is required for the position.

What is the expected travel requirement for the Treasury Sales Officer role?

The role requires the ability to travel approximately 30% of the time.

Is experience in treasury management sales important for this position?

Yes, a successful history of direct and comprehensive treasury management sales experience is necessary for this role.

How does Bank of America prioritize its workplace culture?

Bank of America prioritizes being a Great Place to Work by promoting inclusivity, supporting teammate wellness, recognizing performance, and making an impact in the communities it serves.

What are the main responsibilities of a Treasury Sales Officer?

Responsibilities include driving revenue growth, managing client relationships, developing customized treasury solutions, leading pricing discussions, and fostering digital adoption among clients.

What skills are essential for a Treasury Sales Officer at Bank of America?

Essential skills include the ability to identify and evaluate payment flows, build strong partnerships, manage competing priorities, effectively manage risk, and possess familiarity with global treasury management products.

What is the work schedule for this role?

The work schedule is 1st shift, with hours totaling 40 per week.

What support is provided for employee development in this role?

The Treasury Sales Officer is expected to lead, coach, and develop Treasury Sales Analysts and other team members in the day-to-day support of client deliverables.

Does the role require a deep understanding of the treasury industry?

Yes, maintaining in-depth client focus and treasury industry expertise, as well as understanding client subsector expertise, is a key requirement for the role.

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Bank of America

Helping to make financial lives better through the power of every connection.

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Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.