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Bank Of America Treasury Sales Client Officer I/II United States, Massachusetts, Boston 137351797
Job Description:
Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.
The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
Manage the day to day treasury sales effort for the client relationship
Build trust with the client and expand existing relationship through at least semi-annual calling
Maintain a strong working relationship with the client team
Identify cross-sell opportunities through account analysis & regular client interaction
Manage client escalations and keep internal team informed
Protect and grow revenue
Required skills: "Must" have these skills to be minimally qualified
B.S. or B.A. degree preferred or equivalent work experience
5+ years prior treasury sales experience
A deep understanding of bank structure and the operational aspects of global cash management products and services
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering
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