Treasury Sales Manager jobs at Bank Of America in United States, Dallas

Job Responsibilities:

This role is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening existing relationships. In addition, these individuals will partner with product specialists and service partners by making

recommendations and creating customized treasury solutions that meet client needs.

• Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing the Private Bank portfolio.

• TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings.

• They will partner with Private Banking TSOs, Private Bankers and their Teams, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.

• TSAs work closely with TSOs to develop and execute a portfolio growth strategy.

• Additional collaboration with Liquidity, Investment, CashPro partners is expected in support of TSO-defined client objectives.

• TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.

Job Qualifications:

• 1+ years of treasury management/banking experience or successful completion of training program

• Broad familiarity with treasury management products, services and trends

• Strong interpersonal skills

• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings

• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure

• Strong, disciplined organizational and time management and prioritization skills

• Collaborative approach to business in support of close team environment

• Excellent verbal and written communication skills

• High degree of competence with MS Excel, Word and PowerPoint

• Availability for occasional business travel and independent client calling as needed/approved

• Bachelor's degree or equivalent work experience

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

Job Description:

This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Responsibilities:

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots research, and responds to internal client team requests for resolution
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Required Skills & Abilities:

• 6 - 12+ month of experience in the Banking/Financial industry,
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills & Abilities:

• Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
• Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
• Associates conduct Client facing calls and are in frequent and direct communication with clients.
• Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
• Associates develop working relationships w/Clients and can be a primary point of contact for Clients on allImplementation/Fulfillmentquestions and issues.
• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

Skills:

• Attention to Detail
• Client Management
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Critical Thinking
• Written Communications
• Active Listening
• Collaboration
• Problem Solving
• Stakeholder Management

Job Description:

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

• Has proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management

Job Summary:

Relationship Manager will cover clients and prospects inthe growing Dallas and Louisiana and markets.

Job Description:

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management
• Intellectual Curiosity

Required Qualifications:

• 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training preferred.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired Skills:

• Undergraduate degree in related field or equivalent work experience. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.

Job Responsibilities:

Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned complex portfolio; and partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations

• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis

• In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth

• Fosters digital adoption by driving mobile, and digital and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning

• Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables

• Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure

Job requirements:

• Minimum 10+ years of Treasury/Cash Management Sales

• Bachelor’s degree or equivalent work experience

• Strong knowledge of treasury management products and services

• Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Experience selling to Private Bank clients is a plus

• 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

• Proactively engages all internal partners for sales opportunities

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Strong business/financial acumen

• Successfully maneuvers throughout the enterprise

• Able to effectively work as an individual contributor as well as a close team member in a fast- paced environment

• Intellectually curious and motivated to continuously improve processes