Job Responsibilities:
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market
Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty
Prospect and identify new client opportunities with banks in the U.S
Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations
Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions
Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.
The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits
Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.
Job Qualifications:
10 years sales experience selling treasury solutions
5 years selling treasury solutions in the bank space
Candidate must have a strong strategic sales ability, understanding industry challenges and requirements
Strong relationship building skills
Proven track record of sales success in the industry
Able to manage long sales cycles
Strong knowledge of USD Clearing product
Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience
Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC
Excellent communications and presentation skills
Strong analytical and problem solving skills
Ability to both work independently and within teams
Additional Qualifications:
Familiar with Salesforce & Tableau
Knowledge of traditional trade products (letters of credit/standby letters of credit)
Proficient in Microsoft office suite
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