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Bank Of America Treasury Sales Officer II United States, Massachusetts, Boston 270177625
Job Description:
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.
Responsibilities:
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor
Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic converstion with C suite executives and Revenue Cycle teams
Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc)
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
Create a strategic plan to foster growth of existing portfolio and acquisition of new clients
Drive expansion of Solutions Per Relationship (SPR)
Ensure client satisfaction through prompt, high impact engagement and superior service levels
Create ongoing market strategy to sustain successful execution of business objectives.
Required Skills:
Strong command of Treasury products/5+ years experience
Strong treasury sales skills, relationship management skills and extensive product knowledge
Experience navigating large matrixed banking environment
Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical
Excellent creativity with communication (verbal and written) and presentation skills
Excellent sales, negotiation and advisory skills
Aptitude for embracing innovation and demonstrating how digitization can be value add
Strong partnering skills, time management, organizational and planning skills
Ability to manage clients across a geography and ability to manage multiple priorities
B.S. or B.A. in finance, accounting, management, another undergraduate degree preferred or equivalent work experience
Additional qualifications:
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
Prior Card solution experience a plus
Certified Treasury Professional a plus
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