Bank Of America Treasury Sales Client Officer 

United States, California, Los Angeles 

562179590

Job Responsibilities:

In this hybrid junior sales/treasury analyst role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling (typically virtual) and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations

• Partners with bankers, onboarding, servicing, and product specialists across the enterprise to develop and implement customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis

• In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth

• Fosters digital adoption by driving mobile, and digital payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning

• Collaborates coverage with Treasury Sales Analysts (TSA) and Treasury Sales Officers (TSO) in day-to-day support of client deliverables, with direct end to end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client coverage and identify new opportunities

Job Qualifications:

• Minimum 4+ years of Treasury/Cash Management Sales experience

• Excellent communication, presentation, interpersonal and organizational skills

• Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Bachelor’s degree or equivalent work experience

• Intellectually curious and motivated to continuously improve processes

• Sales and client relationship experience

• Working knowledge of treasury management products and services

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills

• Excellent critical/strategic thinking and problem resolution skills

• Successfully demonstrates creative thinking while adhering to guidelines

• Strong business/financial acumen

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction; self-sufficient and takes initiative

• Successfully maneuvers throughout the enterprise

• Proactively engages all internal partners for sales opportunities

• 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

• Certified Treasury Professional certification or equivalent and knowledge of Private Bank and ultra high net worth client base a plus