Bank Of America Treasury Sales Client Officer United States, California 767650314
Job Responsibilities:
The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex HENFP clients
The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
Drive client satisfaction by being responsive, supportive and efficient
Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices
Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date
Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed
Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities
Prepare account schematics when needed, proposal documents and sales presentations
Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
Daily email, WebEx and phone client communication
Job Qualifications:
At least 5 years of Treasury experience
To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
Excellent creativity with communication (verbal and written) and Webex / Zoom presentation skills. Needs to be professional and articulate presenting via video conference
Aptitude for embracing innovation and demonstrating how digitization can be value add
Strong partnering, time management, organizational and planning skills
Experience navigating large matrixed banking environment
Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
B.S. or B.A. in finance, accounting, management, another undergraduate degree or equivalent work experience
Prior Treasury Sales experience, 5+ years banking experience, prior card solution experience, and Certified Treasury Professional is a plus
Skills:
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Client Solutions Advisory
Critical Thinking
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Coaching
Collaboration
Prioritization
Written Communications
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