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Bank Of America Treasury Sales Officer United States, Florida, Fort Lauderdale 50350437
Job Description:
Job Description:
The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
The TSO will 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, industry data analytics, and solutioning positioning.
The TSO will actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
The TSO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis. Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
Required Skills:
- At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Broad and deep familiarity with global treasury management products, services and trends
Desired Skills:
- Intrinsically motivated to continuously improve processes and/or one’s own education
- Exercises the desire to mentor and sponsor other Associates
- Certified Treasury Professional certification or equivalent
- Creativity, futuristic, advocacy
- Prior treasury sales/corporate banking experience
- Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
- Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
- Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
- At least 2 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Broad and deep familiarity with global treasury management products, services and trends
- Strong planning and organizational skills
- Ability to travel to locations listed in job description as required
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