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

Job Description:

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Job Responsibilities:

The TSO will partner with Relationship Bankers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.

• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
• Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge.

Job Qualifications:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience
• 6+ years of experience in treasury sales
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence
• Adept at critical and strategic thinking and problem resolution
• Strong business/financial acumen
• Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction
• Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Ability to travel 50% of the time in a normal environment, post-Covid

Additional Qualifications:

• Intrinsically motivated to continuously improve processes and 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

Job Description:

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The Business Banking Treasury Sales Officer I role is position that reports to the Treasury Sales Manager for Business Banking in the Central Southwest region.Responsibilities include:

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis

• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

• Participates 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

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

• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Job Requirements:

• At least 3 to 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity

• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

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

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Exercises the desire to mentor and sponsor other Associates

• Certified Treasury Professional certification or equivalent

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