Bank Of America Treasury Sales Officer I/II 

United States, Wisconsin, Milwaukee 

329990236

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.

Responsibilities:

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Required Qualifications:

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

◾Successful history of direct treasury management sales experience. Broad and deep familiarity with global treasury management products, services and trends.

◾ Strong executive presence.

◾Adept at critical and strategic thinking and problem resolution.

◾Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.

Desired Qualifications:

◾Intrinsically motivated to continuously improve processes and one’s own education

◾Ability to lead small groups while effectively delegating tasks

◾Exercises the desire to mentor and sponsor other Associates

◾Certified Treasury Professional certification or equivalent

Skills:

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Oral Communications
• Written communication
• Negotiation
• Active listening skills

Minimum Education Requirement:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeor equivalent work experience

1st shift (United States of America)