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Treasury Sales Officer - Transformative Technology Group (Mid-Market)

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Bank of America

1mo ago

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

AI generated summary

  • You need treasury/cash management experience, strong communication and negotiation skills, an MBA or CTP, international banking knowledge, and a focus on risk management and process improvement.
  • You will manage global treasury relationships, enhance client experiences, share industry insights, lead pricing discussions, collaborate with partners, and mentor junior staff.

Requirements

  • Treasury/Cash Management and/or commercial or global banking 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
  • MBA or equivalent
  • Certified Treasury Professional (CTP) designation
  • International banking experience
  • Intrinsic motivation for process improvement
  • Proven track record of prioritizing competing priorities and leading small groups while delegating tasks

Responsibilities

  • Serving as the primary global 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 role of a Treasury Sales Officer in the Transformative Technology Group?

The Treasury Sales Officer (TSO) serves as a trusted advisor to CFOs and finance leaders at mid-market tech companies, offering expertise in global liquidity management, payments optimization, foreign exchange, and digital transformation.

What is the target client base for this position?

The TSO will oversee a portfolio of US-based, globally oriented mid-market tech companies with annual revenues between $50 million to $2 billion.

What kind of experience is required for this role?

Candidates should have treasury/cash management experience and/or commercial or global banking experience.

What technical skills are important for this position?

Excellent communication skills, negotiation and active listening skills, critical and strategic thinking, and attention to detail are crucial for success in this role.

Is there an opportunity for professional development?

Yes, there are robust training and development programs, along with one-on-one coaching from executives to help you thrive in your career.

What kind of support can employees expect in terms of wellness?

Employees will receive industry-leading benefits that provide an integrated approach to wellness, covering physical, emotional, and financial resources.

How does the team emphasize diversity and inclusion?

The company is devoted to being a diverse and inclusive workplace and hires individuals with a broad range of backgrounds and experiences.

What type of events will the TSO be involved in?

The TSO will create modern client experiences through on-site and virtual meetings, industry conferences, roundtables, and client entertainment events.

What is the expected work shift for this role?

The position typically operates on a first shift schedule.

Are there any preferred qualifications that can help a candidate stand out?

Yes, having an MBA or equivalent, a Certified Treasury Professional (CTP) designation, international banking experience, and a motivation for process improvement will make a candidate stand out.

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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.

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