Bank Of America Treasury Sales Officer United States, Illinois, Chicago 505398097
Job Description:
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Job Responsibilities:
Engage with complex Not-For-Profit Healthcare, Private Higher Education and Not-for-Profit companies as their working capital, financial technology and operational 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 conversations 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
To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical
Job Requirements:
Proven track record of prospecting activities and execution
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
Strong time management, organizational and planning skills
Experience navigating large matrixed banking environment
Strong command of Treasury products/2+ years experience
Ability to manage clients across a geography
Ability to manage multiple priorities B.S. or B.A. in finance, accounting, management or equivalent work experience
For-profit, Not-For-Profit, Higher Education or Healthcare banking/Revenue Cycle experience, prior card experience and Certified Treasury Professional (CTP) is a plus
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
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