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Bank Of America Treasury Sales Officer II United States, California, San Francisco 776241326
• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop 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 and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
• Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure
Required Skills: "Must" have these skills to be minimally qualified.
- Minimum 10+ years of Treasury/Cash Management Sales
- 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
- Challenges the status quo
- Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount.
Desired Skills:
- Bachelor’s degree or equivalent work experience.
- Intellectually curious and motivated to continuously improve processes
- Sales and client relationship experience
- Strong knowledge of treasury management products and services
- Experience selling to Private Bank clients
- 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
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- 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
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