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Bank Of America Senior Treasury Sales Officer 
United States, New York, New York 
484573198

18.11.2024

Job Description:

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The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global clients in the North America Investments and Securities team. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions

  • Accountable and responsible for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio.

  • Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures

  • Lead, coach, develop Treasury Sales Analysts and Associates in day to day support of client deliverables

  • Be a digital ambassador driving mobile, digital and real time payments adoption

  • Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics

  • Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Requirements:

  • Successful history of direct and comprehensive treasury management sales experience

  • Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment

  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts

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

  • 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

  • Broad and deep familiarity with global treasury management products, services and trends

  • Strong Executive presence both internally/externally with ability to lead C- suite meetings

  • Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance

  • Ability to travel approximately 50% of the time

  • B.S. or B.A. degree or equivalent work experience

Additional Skills:

  • Deep understanding and prior experience supporting in a Sales capacity Traditional Asset Management, Private Capital (Private Equity and/or other alternative assessment management) client segment, or Broker Dealers

  • Proven success managing directly a growing client portfolio

  • Certified Treasury Professional certification or equivalent

1st shift (United States of America)