דרושים Treasury Product Executive - Traditional Trade Head ב-Bank Of America ב-United States, New York

Job Description:

Job Description:

Merrill 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.

This job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the bank's brand internally and externally.

Responsibilities:

• Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth
• Recruits, coaches, and retains high-performing talent and leads a culture of diversity, inclusion, and respect
• Holds Advisors accountable for providing an exceptional client experience
• Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest
• Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience
• Manages the market Profit and Loss with a focus on revenue growth and return for shareholders
• Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company O & I goals.
• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
• Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
• People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
• Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.

Desired Skills:

• 10+ years of Financial services experience.
• 4+ years of leading a team of advisors.
• Series 3 and 31 or ability to obtain.
• Series 7, Series 63 and 65 or 66, and Series 9 and Series 10 required.

Skills:

• Business Acumen
• Coaching
• Decision Making
• Drives Engagement
• Executive Presence
• Conflict Management
• Customer and Client Focus
• Inclusive Leadership
• Relationship Building
• Risk Management
• Emotional Intelligence
• Leadership Development
• Performance Management
• Process Effectiveness
• Recruiting

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving

Job Responsibilities:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

• Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
• Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Successful history of direct and comprehensive treasury management sales experience
• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
• Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• 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
• Broad and deep familiarity with global treasury management products, services and trends
• Strong Executive presence both internally/externally with ability to lead C- suite meetings
• Minimum 6 years of relevant experience in banking, treasury, and/or finance
• Ability to travel approximately 50% of the time
• B.S./B.A. degree or equivalent work experience
• Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a 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

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.

• Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market

• Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty

• Prospect and identify new client opportunities with banks in the U.S

• Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations

• Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions

• Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client

• The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.

• The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits

• Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications:

• 10 years sales experience selling treasury solutions

• 5 years selling treasury solutions in the bank space

• Candidate must have a strong strategic sales ability, understanding industry challenges and requirements

• Strong relationship building skills

• Proven track record of sales success in the industry

• Able to manage long sales cycles

• Strong knowledge of USD Clearing product

• Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience

• Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC

• Excellent communications and presentation skills

• Strong analytical and problem solving skills

• Ability to both work independently and within teams

Additional Qualifications:

• Familiar with Salesforce & Tableau

• Knowledge of traditional trade products (letters of credit/standby letters of credit)

• Proficient in Microsoft office suite

Job Description:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global clients in the North America Investments and Securities team. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities:

• Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions

• Accountable and responsible for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio

• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures

• Lead, coach, develop Treasury Sales Analysts and Associates in day to day support of client deliverables

• Be a digital ambassador driving mobile, digital and real time payments adoption

• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics

• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance

• Successful history of direct and comprehensive treasury management sales experience

• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment

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

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• 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

• Broad and deep familiarity with global treasury management products, services and trends

• Strong Executive presence both internally/externally with ability to lead C- suite meetings

• Ability to travel approximately 50% of the time

• B.S/B.A Degree or equivalent work experience

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

Job Description:

Job Description:

• Research, develop and implement investment solutions.
• Support new financial investment portfolio management functions through algorithm development and testing.
• Ongoing review and monitoring of enhanced overlay products and services.
• Collaboration across Product, Platform, Channel, CIO, Research and Control partners to deliver investment solutions.
• Oversight and maintenance of internal firm model portfolios and coordination of rebalance activities.
• Support of restrictions and replacement securities.

Required Qualifications:

• Must be intellectually curious and have strong critical thinking skills to solve complex problems.
• Should be able to multi-task, take ownership and deliver in a fast-paced environment.
• Requires good interpersonal skills and ability to collaborate and communicate effectively in groups.
• Requires good time management skills to deliver within project management deadlines.

Desired Qualifications:

• Bachelor’s Degree in Finance, Mathematics or Economics.
• Minimum 2-5 years of experience in a financial firm with some experience in investment products or investment management.
•Series 65 or pursuit of the CFA charter is a plus.
•Advanced Excel VBA skills and Python experience is favorable.
•Knowledge of tax efficient products or services is a plus.

Skills:

• Active Listening
• Attention to Detail
• Research
• Usability Testing
• Data Collection and Entry
• Issue Management
• Networking
• Project Management
• Reporting
• Agile Practices
• Process Design
• Recording/Organizing Information
• Technical Documentation
• Written Communications

High School Diploma / GED / Secondary School or equivalent