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Bank Of America Director Treasury Sales Officer Financial Institutions London 
United Kingdom, England, City of Westminster 
444520317

17.09.2024

Job Description:

Job Title: Treasury Sales Officer

Corporate Title: Director

Role Description:

This role will be part of the BofA Global Payments Solutions (GPS) EMEA Financial Institutions team focused specifically on a portfolio of Non-Bank Financial Institutions (NBFI) clients. You will have primary relationship and GPS sales responsibility for a portfolio of NBFI clients. There will be a combination of US Headquartered NBFI subsidiary relationships and EMEA Headquartered NBFI relationships. In this role you will develop existing client relationships to advance business opportunities, close deals and understand client objectives for transaction banking and other cash and treasury related services, effectively match bank resources and capabilities against client requirements to develop business opportunities deliver incremental revenue.

Responsibilities:

• Ensure complete alignment in client selection and growth strategies with Corporate Banking colleagues.

• Design, write and present proposals/cash management solutions to existing and prospect clients.

• Delivery of revenue and new business pipeline in accordance with defined and agreed goals and objectives.

• Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines.

• Provide client and market feedback to management and business partners, including for product development and enhancement.

• Act as a liaison with Corporate Banking, Investment Banking, Credit and Risk, Compliance, Product Management, Client Delivery & Service, Implementation and Operations

• Produce or provide input for both external and internal marketing to enhance the visibility of the Bank of America franchise.

• Participate in industry events, represent Bank of America externally.

• Manage and support the development of team resources, including Treasury Sales Analysts (TSA)

• Provide input and briefing information for senior management client calls and other interactions in-region.

• Responsible for making decisions on many day-to-day aspects of client relationships

• Successful history of direct treasury management experience within the NBFI sector and/or treasury management sales (including but not limited to, cash management, liquidity strategies, commercial cards, foreign exchange, working capital and trade)

• Promotes teamwork

• Focus on customers and clients

• Promotes a culture of compliance and risk management

• Communicates effectively with good organizational skills

• A very good working knowledge of MS PowerPoint, MS Excel and MS Word with experience in presentations writing and client analysis

• Ability to collaborate with, coach and mentor junior colleagues

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.