Bank Of America Treasury Sales Client Officer United States, New York, New York 81408945
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Job Responsibilities:
In this hybrid 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
Right size the portfolio by assessing suitability of relationships recommended by Global TSO's and/or CBK bankers as well as assessing existing relationships
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 CBK/Global TSO, 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
Serve as a point of escalation for all GPS related issues
Collaborates and internal stake holders 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 Requirements:
Minimum 4+ years of Treasury/Cash Management Sales experience
Bachelor’s degree or equivalent work experience
Excellent communication, presentation, interpersonal and organizational skills
Willingness to learn buying behaviors of multiple FIG sector clients
Ability to work across product, service, implementation, operations, coverage and geographical teams to deliver best in class solutions to the clients
Intellectually curious and motivated to continuously improve processes
Sales and client relationship experience
Working knowledge of treasury management products and services
Proven negotiation and active listening 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 clients a plus
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