Treasury Sales Officer

3 weeks ago


San Francisco, United States San Francisco Staffing Full time

Treasury Sales Officer - North AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Job ResponsibilitiesThis 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.Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. marketDevelop and maintain strong relationships with key stakeholders within the client's organization and drive loyaltyProspect and identify new client opportunities with banks in the U.SActively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operationsEngage at every level of the target client organization to drive stakeholder buy-in to the Bank of America partnership and successfully cross-sell our solutionsPartner closely with internal stakeholders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the clientThe Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client baseThe Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio's global revenue and profitsClosely coordinate with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.Job Qualifications10 years sales experience selling treasury solutions, 5 years selling treasury solutions in the bank space, candidate must have a strong strategic sales ability, understanding industry challenges and requirements, strong relationship building skills, proven track record of sales success in the industry, able to manage long sales cycles, strong knowledge of USD Clearing product, bachelor's degree in Finance, Business Administration, economics or related fields or equivalent work experience, working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC, excellent communications and presentation skills, strong analytical and problem solving skills, ability to both work independently and within teams.Additional QualificationsFamiliar with Salesforce & Tableau, knowledge of traditional trade products (letters of credit/standby letters of credit), proficient in Microsoft office suite.Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.



  • San Diego, United States Bank of America Full time

    Treasury ProfessionalAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes...


  • San Francisco, CA, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This includes our commitment to being an inclusive workplace, attracting and developing exceptional...


  • San Francisco, United States JPMorgan Chase Full time

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in...


  • San Antonio, United States San Antonio Staffing Full time

    Job TitleJob Function: Educate existing or prospective commercial customers on the variety of Treasury Management Products and Services tailored to assist with streamlining their day-to-day operations, improve cash flow while reducing their exposure to potential fraud. Requires a self-starter with strong knowledge of Treasury Management products, excellent...


  • San Francisco, United States Modern Treasury Full time

    3 days ago Be among the first 25 applicants Overview We’re looking for a Sales Strategy and Operations Manager to be a trusted partner to our Sales and GTM leadership team. This role will own the systems, reporting, and insights that drive revenue growth, while also helping us scale processes, improve forecasting, and connect data across Marketing,...


  • San Antonio, United States San Antonio Staffing Full time

    Vice President, Treasury Management Sales Officer IVThe Vice President, Treasury Management Sales Officer IV is responsible for increasing the bank's profitability by expanding the use of Treasury Management services among Comerica.Position Responsibilities:Increases the bank's profitability by using a professional, consultative selling approach in expanding...


  • San Diego, United States JPMorgan Chase & Co. Full time

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in...


  • San Francisco, United States Chase Full time

    Treasury Management Officer In Commercial BankingAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep...


  • San Francisco, United States California Staffing Full time

    Treasury Management Officer in Commercial BankingAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your...


  • San Diego, United States Sunflower Bank Full time

    Description San Diego, CA – Must be local to San Diego, CAMUST HAVE: Minimum of 10 years of experience working in a financial institutionMUST HAVE: Certified Treasury Professional (CTP) designation preferred MUST HAVE: Ability to self-source opportunities with a successful track record with team selling and lead sharing MUST HAVE: Current understanding...