Bank Of America Treasury Sales Officer United States, California, Los Angeles 769749478
Share
Job Description:
Powered by people. Driven by Technology.
Job Responsibilities:
The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs. This individual will have daily face-to-face or virtual interactions with client contacts independently and/or jointly with the Treasury Sales Analyst.
The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
The TSO will 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, industry data analytics, and solutioning positioning.
The TSO will actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
The TSO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
Job Requirements:
At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity
Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Broad and deep familiarity with global treasury management products, services and trends
B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience
Additional Qualifications:
Intrinsically motivated to continuously improve processes and/or one’s own education
Exercises the desire to mentor and sponsor other Associates
Certified Treasury Professional certification or equivalent
Prior treasury sales/corporate banking experience
These jobs might be a good fit
