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How you’ll make an impact:
As a Treasury Sales Officer (TSO) aligned to Global Commercial Banking’sGreater Bay Area Market, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally orientedMiddle Marketcompanies with annual revenues of $50 million to $2 billion. You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation. You’ll strengthen existing connections and prospect new ones and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform. Your day-to-day will also include:
Serving as the primary treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers
Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, and client entertainment events
Sharing industry leading best practices, ideas, and strategies
Leading relationship pricing strategy and discussions
Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates & Currencies, Investment Banking, Fulfillment and Servicing
Coaching and developing junior talent
What you’ll bring to the team:
5+ years Treasury/Cash Management and/or commercial or global banking experience
Undergraduate degree with a focus in Finance, Economics, or Accounting or equivalent work experience
Excellent communication skills with a knack for building relationships with clients and prospects
Proven negotiation and active listening skills
Critical and strategic thinking
Concern and regard for managing operational and enterprise risk while balancing client needs
Attention to detail
How to stand out:
MBA or equivalent
Certified Treasury Professional (CTP) designation
International banking experience
Intrinsic motivation for process improvement
Proven track record of prioritizing competing priorities and leading small groups while delegating tasks
How we’ll support you:
Industry-leading benefits with an integrated approach to wellness – covering the physical, emotional, and financial resources you need to be well at every stage of life.
Powerful connections to expand your professional network as part of a global team.
Comprehensive tools, proprietary research and analytics, and cutting-edge digital solutions to support you and your clients
Robust training and development programs, plus one-on-one coaching from executives to help you thrive in your career
Ongoing marketing support and community engagement opportunities to help you reach a wider audience and make a greater impact
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