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Bank Of America Treasury Sales Officer 
United States, Texas, Austin 
727955567

20.09.2024


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

Requirements:

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

  • 5+ years prior treasury sales experience

  • A deep understanding of bank structure and the operational aspects of global cash management products and services

  • Product and financial acumen

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

  • Passionately curious, courageous, knowledge of bank network and effective business partnering

1st shift (United States of America)