Treasury Sales Officer II; Director

4 weeks ago

New York, United States Disability Solutions Full time
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. 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 a diverse and 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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

Treasury Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private Equity and Business Owners.

Job Description:
Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned complex portfolio; and 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.

Responsibilities:
  • Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
  • Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
  • In partnership with Private Bank, 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 and real time payments adoption and manages strategic dialogues around key client centric issues - leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
  • Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
  • Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure


Job requirements:
  • Minimum 10+ years of Treasury/Cash Management Sales
  • Bachelor's degree or equivalent work experience
  • Strong knowledge of treasury management products and services
  • Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
  • Experience selling to Private Bank clients is a plus
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Excellent critical/strategic thinking and problem resolution skills
  • Successfully demonstrates creative thinking while adhering to guidelines
  • Proactively engages all internal partners for sales opportunities
  • Effectively manages risk while balancing the needs of the client, the team, and the bank
  • Strong business/financial acumen
  • Successfully maneuvers throughout the enterprise
  • Able to effectively work as an individual contributor as well as a close team member in a fast- paced environment
  • Intellectually curious and motivated to continuously improve processes


Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$125,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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