Treasury Sales Officer II

2 days ago

Rockville MD United States Bank of America Full time

Treasury Sales Officer II

Mclean, Virginia; Baltimore, Maryland; North Bethesda, Maryland

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

The Global Treasury Sales Officer (TSO) is responsible for managing and growing a portfolio of complex, growth-oriented general industries and government services clients and prospective clients typically headquartered in the Maryland/DC/Northern Virginia market. Target clients have revenue between $100 million-$3 billion+. The successful candidate will understand and influence clients’ treasury objectives and processes, and will recommend and close sale of bank services to address those needs.

The candidate will have a solid understanding of treasury software, tools, and integration with bank systems. The TSO will partner closely with Relationship Managers and other key partners in Credit, Card and Currency Risk Management to develop and execute a deepening strategy for each client and an advancement strategy for each prospect, including regular in-person and video meetings to build deep understanding of clients, introduce ideas and formally propose solutions.

TSO is accountable for meeting targets for revenue growth, high-quality value-add client engagement across the coverage universe, portfolio pricing and profitability, and client satisfaction.

Participation in projects to advance our broader business and coaching of junior team members, especially Treasury Sales Associates and Analysts, is expected.

Requirements:

  1. Successful history (at least 5 years) of direct treasury management sales experience to medium- and/or large-scale corporates. Experience with client concerns around managing cross-border treasury processes and familiarity with the requirements of financial sponsor owners.
  2. Excellent verbal/written communication and presentation skills.
  3. Strong understanding of treasury processes, technologies and emerging trends and ability to advise clients on these points.
  4. Excellent critical/strategic thinking and listening skills.
  5. Strong business/financial acumen.
  6. Demonstrates the ability to foster strong partnerships with teammates and the ability to build sincere rapport with client contacts.
  7. Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
  8. Effectively manages risk while balancing the needs of the client, the team, and the bank.
  9. Able to effectively work in a fast-paced environment.
  10. B.S. or B.A. in finance, economics, or another undergraduate degree or equivalent work experience.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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