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Treasury Sales Officer I
Treasury Sales Officer IBank of America • Houston, TX, US
Treasury Sales Officer I

Treasury Sales Officer I

Bank of America • Houston, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Treasury Sales Officer

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 how we make 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!

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (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. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.

Responsibilities include :

  • Ensuring responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
  • Partnering with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
  • Leading pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
  • Participating actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Fostering digital adoption by driving mobile, digital, and real time payments adoption and managing strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
  • Maintaining an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

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 Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.

The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.

The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and development / delivery of proposals / presentations.

The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.

The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Required Qualifications include :

  • 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
  • Excellent verbal / written communication and presentation skills
  • Proven negotiation and active listening skills
  • Proven business development and relationship management skills with a corporate client set.
  • Excellent critical / strategic thinking and problem resolution skills
  • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
  • Ability to demonstrate creative thinking while adhering to guidelines
  • Strong business / financial acumen
  • Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.
  • Strong time management and prioritization skills
  • Ability to effectively manage 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 supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
  • Strong executive presence both internally / externally
  • Desired Qualifications include :

  • Intrinsically motivated to continuously improve processes and / or one's own education
  • Ability to lead small groups while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other Associates
  • Certified Treasury Professional certification or equivalent
  • Skills include :

  • 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
  • Shift : 1st shift (United States of America)

    Hours Per Week : 40

    Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $105,000.00 - $145,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and / or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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