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Treasury Sales Officer II

4 months ago

Miami, Florida, United States Bank of America Full time

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. We look for employees who challenge the status quo and influence peers with diverse points of view, as well as forward thinkers with the ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

The Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large, complex portfolio of current and prospective global clients in the North America Investment Management 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 growing new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions


• Accountable for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, product/service reviews, 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 cash management solutions and structures for the portfolio of clients in the segment


• Lead, coach, develop the Treasury Sales Analyst in day to day support of client deliverables


• 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

● In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.

Required skills: "Must" have these skills to be minimally qualified


• 6+ years of relevant experience in banking, treasury, and/or finance


• Successful history of direct and comprehensive treasury management sales experience


• Demonstrates the ability to identify, evaluate and articulate cash management solutions and concepts A plus if the candidate has direct experience selling cash management solutions to asset management, alternative asset managers (Private Capital), and/or broker dealer segments


• 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 comfort driving the agenda with Treasurers, Assistant Treasurers, and Ops heads


• Ability to travel approximately 50% of the time


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

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

Desired skills:


• Deep understanding and prior experience supporting the non bank financial

institutions client segment, preferably asset managers, private capital / alternative asset managers


• Certified Treasury Professional certification or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40