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Bank Of America Treasury Sales Client Officer United States, New York, New York 816781123
Job Responsibilities:
Treasury Sales Client Officers are responsible for managing day to day relationships with our Community Development client base in the East. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.
The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
Manage the day to day treasury sales effort for the client relationship
Build trust with the client and expand existing relationship through strategic, consistent calling
Maintain a strong working relationship with the client team
Identify cross-sell opportunities through account analysis & regular client interaction
Manage client escalations and keep internal team informed
Protect and grow revenue
Job Requirements:
B.S/B.A. degree or equivalent work experience
4+ years of prior treasury experience
Experience in client facing situations and presenting in front of groups/individuals
Excellent communication and follow up skills
Ability to multi-task and manage multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
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