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. We are actively recruiting a highly-motivated treasury professional who is passionate about advising clients on their journey to be best-in-class. We help revolutionize banking for our clients so they can grow and prosper by identifying scalable efficiencies, positioning global technology, and transitioning from paper to digital.
Job Responsibilities
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.
Job Qualifications
Bachelor's degree or equivalent work experience
6+ years of experience in treasury sales
Intellectually curious and motivated to continuously improve processes
Sales and client relationship experience
Excellent verbal / written communication and presentation skills
Proven negotiation and active listening skills
Excellent critical / strategic thinking and problem resolution skills
Successfully demonstrates creative thinking while adhering to guidelines
Strong business / financial acumen
Demonstrates the ability to foster strong partnerships within the core team 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
Successfully maneuvers throughout the enterprise
Proactively engages all internal partners for sales opportunities
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
International Cash Management and / or Trade & Supply Chain Finance experience preferred
Intrinsically motivated to continuously improve processes and / or one's own education
Certified Treasury Professional certification or equivalent preferred
Skills
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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
Treasury Sales Officer • San Diego, CA, US