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Bank Of America Treasury Sales Officer II Director United States, New York, New York 398453015
Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned complex portfolio; and partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
Responsibilities:
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading 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/benefit analysis and bank-focused profitability analysis
In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
Fosters digital adoption by driving mobile, and digital and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure
Job requirements:
Minimum 10+ years of Treasury/Cash Management Sales
Bachelor’s degree or equivalent work experience
Strong knowledge of treasury management products and services
Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Experience selling to Private Bank clients is a plus
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills
Excellent critical/strategic thinking and problem resolution skills
Successfully demonstrates creative thinking while adhering to guidelines
Proactively engages all internal partners for sales opportunities
Effectively manages risk while balancing the needs of the client, the team, and the bank
Strong business/financial acumen
Successfully maneuvers throughout the enterprise
Able to effectively work as an individual contributor as well as a close team member in a fast- paced environment
Intellectually curious and motivated to continuously improve processes
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