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Bank Of America Senior Treasury Sales Officer United States, New York, New York 484573198
Job Description:
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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 include:
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 Requirements:
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
Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance
Ability to travel approximately 50% of the time
B.S. or B.A. degree or equivalent work experience
Additional Skills:
Deep understanding and prior experience supporting in a Sales capacity Traditional Asset Management, Private Capital (Private Equity and/or other alternative assessment management) client segment, or Broker Dealers
Proven success managing directly a growing client portfolio
Certified Treasury Professional certification or equivalent
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