Bank Of America Treasury Sales Client Officer United States, California, Los Angeles 562179590
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Job Responsibilities:
In this hybrid junior sales/treasury analyst role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
Drives responsible revenue and balance sheet growth, profitability improvement, client calling (typically virtual) and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
Partners with bankers, onboarding, servicing, and product specialists across the enterprise to develop and implement customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
Fosters digital adoption by driving mobile, and digital payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
Collaborates coverage with Treasury Sales Analysts (TSA) and Treasury Sales Officers (TSO) in day-to-day support of client deliverables, with direct end to end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client coverage and identify new opportunities
Job Qualifications:
Minimum 4+ years of Treasury/Cash Management Sales experience
Excellent communication, presentation, interpersonal and organizational skills
Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Bachelor’s degree or equivalent work experience
Intellectually curious and motivated to continuously improve processes
Sales and client relationship experience
Working knowledge of treasury management products and services
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills
Excellent critical/strategic thinking and problem resolution skills
Successfully demonstrates creative thinking while adhering to guidelines
Strong business/financial acumen
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction; self-sufficient and takes initiative
Successfully maneuvers throughout the enterprise
Proactively engages all internal partners for sales opportunities
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
Certified Treasury Professional certification or equivalent and knowledge of Private Bank and ultra high net worth client base a plus
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