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Responsibilities
Manages the execution of revenue and balance sheet growth, profitability improvement, effective client calling and planning, portfolio development, pricing strategy, proposal responses, and presentations
Consults and strategizes across Sales, Client Services and Fulfillment, Operations, Risk, Legal and Compliance, and Marketing to drive client based solutions and coordination for complex proposals/client presentations with the Treasury Sales Officer
Provides strategic guidance and influence in annual Client Planning by core relationships and top-prospective clients
Maintains good client relationships and identifies business opportunities through effective interaction with internal business partners and effectively cross selling other products/bank's global capabilities
Provides unlimited client interactions and broadens relationships with on-site or virtual meetings, industry conferences, roundtables, and client events
Promotes team leadership through presenting a strategy for the team, coaching, and leading through example, while encouraging teamwork, communication, and collaboration
Managerial Responsibilities
This position also has responsibility 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.
Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&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.
Required Skills
10-15+ years of experience in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management
Proven negotiation and active listening skills with strong executive presence
Excellent critical/strategic thinking and problem resolution skills
Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Effectively manages risk while balancing the needs of the client, the team, and the bank
Ability to travel approx. 30% of the time
Desired Skills
Bachelor's degree or equivalent work experience
International Cash Management and Trade & Supply Chain Finance experience
Strong understanding of working capital metrics and the cash conversion cycle
Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space
Intrinsically motivated to continuously improve processes and/or one’s own education
Exercises the desire to mentor and sponsor other teammates
Certified Treasury Professional certification or equivalent
Skills
Business Development
Client Management
Financial Management
Fiscal Responsibility
Leadership Development
Profitability Analysis
Workforce Planning
Executive Presence
Inclusive Leadership
Performance Management
Recruiting
Sales Strategy
Business Acumen
Client Management
Coaching
Consulting
Succession Planning
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