Bank Of America Treasury Sales Officer 

United States, Texas, Houston 

560883525

Job Responsibilities:

The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. Clients include U.S and globally--headquarter firms in the South Texas and Louisiana.

• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery

• Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio

• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs

• Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services

• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions

• Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge

Job Requirements:

• Successful history of direct treasury management sales experience. Broad and deep familiarity with global treasury management products, services and trends

• Proven business development and relationship management skills with a corporate client set

• Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence

• Adept at critical and strategic thinking and problem resolution.

• Strong business/financial acumen

• Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team

• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction

• Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Ability to travel 50% of the time in a normal environment, post-Covid

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience

• Intrinsically motivated to continuously improve processes and one’s own education

• Ability to lead small groups while effectively delegating tasks

• Exercises the desire to mentor and sponsor other Associates

• Certified Treasury Professional certification or equivalent preferred

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