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Bank Of America Treasury Sales Officer 
United States, Texas, Houston 
560883525

Today

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

1st shift (United States of America)