Treasury Sales Officer II

2 weeks ago

New York, United States Disability Solutions 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, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with 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.

Job Description:

Treasury Sales Officer (TSO) is responsible for managing treasury services relationships for the Enterprise Banking portfolio within Bank of America Global Financial Institutions treasury sales team.

TSO is accountable for aligning optimal Treasury solutions for Affiliate and Bank clients though strong understanding of GPS products and services as well as ability to navigate the firm. This is a large complex global portfolio generating $300 MM of PxV with 6600 accounts, located in 32 countries, supporting 200 line of business clients.

Responsibilities:

TSO is responsible for client calling, product / service reviews, insourcing, pricing, RFP or RFI responses, problem solving and operational excellence opportunities & solutions. This portfolio entails risk management accountability due to Regulatory requirements, as well as the global complex nature of the accounts. This individual will need to identify and manage risk issues and lead projects related to the portfolio, as well as clearly articulate GPS role relative to clients and support partners.

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.

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


Skills:

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


Preferred:

B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Shift:
1st shift (United States of America)

Hours Per Week:
40

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