Logo of Huzzle

Home

Matches

Explore

Manage

Treasury Sales Officer

image

Bank of America

28d ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • San Francisco

AI generated summary

  • You need 5+ years in Treasury/Cash Management or banking, a relevant degree, strong communication and negotiation skills, strategic thinking, attention to detail, and a focus on risk management.
  • You will manage CFO and Treasurer relationships, facilitate client interactions, share best practices, lead pricing discussions, collaborate with cross-functional teams, and mentor junior staff.

Requirements

  • 5+ years Treasury/Cash Management and/or commercial or global banking experience
  • Undergraduate degree with a focus in Finance, Economics, or Accounting or equivalent work experience
  • Excellent communication skills with a knack for building relationships with clients and prospects
  • Proven negotiation and active listening skills
  • Critical and strategic thinking
  • Concern and regard for managing operational and enterprise risk while balancing client needs
  • Attention to detail

Responsibilities

  • Serving as the primary treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers
  • Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, and client entertainment events
  • Sharing industry leading best practices, ideas, and strategies
  • Leading relationship pricing strategy and discussions
  • Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates & Currencies, Investment Banking, Fulfillment and Servicing
  • Coaching and developing junior talent

FAQs

What is the primary role of a Treasury Sales Officer at Bank of America?

The primary role of a Treasury Sales Officer is to serve as a trusted advisor to CFOs, Treasurers, and financial executives of Middle Market companies, offering expertise in global liquidity management, payments optimization, foreign exchange, and other treasury solutions.

What types of companies will I be working with as a Treasury Sales Officer?

As a Treasury Sales Officer, you will oversee a portfolio of U.S.-based, globally oriented Middle Market companies with annual revenues ranging from $50 million to $2 billion.

What qualifications are required for the Treasury Sales Officer position?

A minimum of 5 years of Treasury/Cash Management and/or commercial or global banking experience is required, along with an undergraduate degree focused on Finance, Economics, or Accounting, or equivalent work experience.

What skills are essential for success in this role?

Essential skills include excellent communication abilities, relationship-building skills, negotiation and active listening capabilities, critical and strategic thinking, and attention to detail while managing operational risks.

Is there an opportunity for professional development in this role?

Yes, the position offers robust training and development programs, as well as one-on-one coaching from executives to help you thrive in your career.

What additional qualifications can help me stand out as a candidate?

Holding an MBA or equivalent, having a Certified Treasury Professional (CTP) designation, international banking experience, and a proven track record in process improvement are factors that can help you stand out.

How does Bank of America support the well-being of its employees?

Bank of America provides industry-leading benefits that cover physical, emotional, and financial wellness needs, along with comprehensive tools, research, and ongoing community engagement opportunities.

Will I be working alone as a Treasury Sales Officer?

No, you will collaborate closely with Relationship Managers and key partners across various departments, including Global Treasury Sales and Global Liquidity.

What does the day-to-day work for a Treasury Sales Officer entail?

Daily responsibilities include client meetings, leading pricing strategy discussions, sharing best practices, coaching junior talent, and strengthening business connections.

What is the shift and hours for this job?

The position typically operates on a 1st shift schedule, with a commitment of 40 hours per week.

image

Bank of America

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

1-10
Employees

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.