Treasury Sales Officer jobs at Bank Of America in United States, Baltimore

Job Responsibilities:

• Engage with complex Not-For-Profit Healthcare , Private Higher Education and 501c3 clients as their working capital, financial technology and operational advisor
• Articulate and understand the healthcare environment with respect to reform and other industry issues – be able to engage in strategic conversation with C suite executives and Revenue Cycle teams
• Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc…
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc…)
• Advise clients on payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients
• Drive expansion of Solutions Per Relationship (SPR)
• Ensure client satisfaction through prompt, high impact engagement and superior service levels. Create ongoing market strategy to sustain successful execution of business objectives
• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical

Job Qualifications:

• 6+ years of prior treasury sales and card solutions experience preferably in healthcare banking /revenue cycle
• BA/BS Degree or equivalent work experience
• Excellent communication (verbal and written) and presentation skills
• Excellent sales, negotiation and advisory skills
• Strong time management, organizational and planning skills
• Strong partnering skills
• Experience navigating large matrixed banking environment
• Strong command of Treasury products
• Ability to manage clients across a geography
• Ability to manage multiple priorities

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

Job Responsibilities:

The TSA role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally. Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

• Develop strategies to grow revenue and increase treasury product penetration

• Complete price/cost benefit analysis models; work with TSO for non-standard pricing

• Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients.

• Assist TSOs in relationship planning, gathering information regarding clients and prospects

• Support activities in coordination with IA from sale - implementation, onboarding and training

• Complete industry research on clients and prospects; client opportunity analysis

• Ensure escalated service issues are properly managed with the right resources

• Prepare analysis and presentation materials for all client meetings

• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Job Requirements:

• Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience

• Bachelor’s degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.)

• Proven excellent verbal and written communication skills

• Proven organizational and time management skills

• Demonstrated ability to analyze issues and develop solutions

• Proven experience working in a fast-paced environment as part of a larger team

• Proven experience developing rapport with clients, colleagues and other business partners

• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

• Preferred candidates will have their CTP (Certified Treasury Professional) and proven experience prospecting and developing new business

Skills:

• Account Management

• Client Management

• Customer and Client Focus

• Oral Communications

• Presentation Skills

• Critical Thinking

• Data Management

• Portfolio Analysis

• Problem Solving

• Relationship Building

• Active Listening

• Analytical Thinking

• Collaboration

• Prioritization

• Written Communications

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews

• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance

• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience

• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios

• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

• A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.

• This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.

• Knowledge of fiduciary and financial products and services required through extensive related work experience.

• Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.

• Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.

• Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.

Desired Qualifications:

• Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.

• A graduate degree such as MBA or JD preferred

• The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

• Business Development

• Client Management

• Customer and Client Focus

• Risk Management

• Wealth Planning

• Client Experience Branding

• Client Solutions Advisory

• Decision Making

• Presentation Skills

• Process Management

• Attention to Detail

• Critical Thinking

• Financial Analysis

• Planning

High School Diploma / GED / Secondary School or equivalent