Senior Treasury Sales Officer
4 weeks ago
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. 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.
The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global clients in the North America Investments and Securities 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 growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions
- Accountable and responsible for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, 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 bank structures
- Lead, coach, develop Treasury Sales Analysts and Associates in day to day support of client deliverables
- Be a digital ambassador driving mobile, digital and real time payments adoption
- 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
Job Requirements:
- Successful history of direct and comprehensive treasury management sales experience
- Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment
- 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 ability to lead C- suite meetings
- Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance
- Ability to travel approximately 50% of the time
- B.S. or B.A. degree or equivalent work experience
Inclusive and Inspiring: Seeking motivational 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
Additional Skills:
- Deep understanding and prior experience supporting in a Sales capacity Traditional Asset Management, Private Capital (Private Equity and/or other alternative assessment management) client segment, or Broker Dealers
- Proven success managing directly a growing client portfolio
- Certified Treasury Professional certification or equivalent
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
$250,000.00 - $275,000.00 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.
-
Treasury Sales Officer II; Director
4 weeks ago
New York, United States Disability Solutions Full timeJob 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...
-
New York, United States TriState Capital Bank Full timeJob Title: Treasury Management Sales OfficerDepartment: TreasuryLocation: New York City, NYSummary of the Position:Experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment. This position partners with relationship managers and regional presidents...
-
Senior Treasury Officer
1 week ago
New York, New York, United States YMCA Full timeWe are seeking a seasoned professional to lead our Treasury Services team at the YMCA of Greater New York.Job SummaryThe Head of Treasury Services is responsible for overseeing the financial policies and strategies of the Association. This includes managing cash flow, forecasting, and initiating transfers between banks, as well as serving as the primary...
-
Treasury Sales Analyst
4 weeks ago
New York, United States Disability Solutions Full timeJob 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,...
-
Senior Treasury Operations Specialist
4 days ago
New York, United States Tandym Group Full timeA financial services firm in New York City is currently seeking a new Senior Treasury Operations Specialist to join their growing Treasury Operations team. In this role, the Senior Treasury Operations Specialist will be responsible for creating and maintaining Management reporting to Front Office, Risk, Audit and Finance Teams. Responsibilities:Provide...
-
Senior Treasury Operations Specialist
5 days ago
New York, United States Tandym Group Full timeA financial services firm in New York City is currently seeking a new Senior Treasury Operations Specialist to join their growing Treasury Operations team. In this role, the Senior Treasury Operations Specialist will be responsible for creating and maintaining Management reporting to Front Office, Risk, Audit and Finance Teams. Responsibilities:Provide...
-
Treasury Solutions Expert
2 weeks ago
New York, New York, United States Disability Solutions Full timeAbout the RoleTreasury Sales Officer II; Director at Disability Solutions.**Job Summary:**We are seeking a seasoned Treasury Sales Officer II; Director to join our team. This individual will be responsible for delivering integrated treasury solutions to Private Bank clients, fostering strong partnerships within the core team, and building sincere rapport...
-
Enterprise Sales Strategist
3 weeks ago
New York, New York, United States Modern Treasury Full timeRole OverviewThis is an exciting opportunity to join Modern Treasury as an Enterprise Account Executive. We are looking for a seasoned sales professional with a proven track record of driving business growth and building strong relationships with enterprise customers.
-
Post-Sale Operations Manager
1 week ago
New York, New York, United States Modern Treasury Full timeJob DescriptionAs a Post-Sale Operations Manager at Modern Treasury, you will be responsible for ensuring customer satisfaction and driving growth through strategic account management. This role will require strong relationship-building skills, technical product expertise, and the ability to collaborate with cross-functional teams to deliver exceptional...
-
Senior Treasury Finance Specialist
1 week ago
New York, New York, United States Michael Page Full timeThis role involves advanced financial modelling for stress tests, cash flow projections and liquidity buffer assessments within the Treasury division. It requires a deep understanding of global financial regulations and proficiency in Excel, VBA and related modelling tools.Our client is a leading commercial bank with a significant presence in Japan, offering...
-
Senior Vice President of Treasury
2 weeks ago
New York, New York, United States Citigroup, Inc. Full timeJob Title: Senior Vice President of TreasuryAbout Us: Citigroup, Inc. is a leading global financial services company that provides a range of financial products and services to individuals, corporations, governments, and institutions.Job Summary: We are seeking a highly experienced Senior Vice President of Treasury to join our team in New York. The...
-
Chief Treasury Officer
2 weeks ago
New York, New York, United States Flores Financial Services Inc. Full timeAt Flores Financial Services Inc., we are seeking a seasoned professional to join our team as Chief Treasury Officer. In this key role, you will be responsible for structuring and building complex financial solutions for Fortune 500 clients. Your expertise in advising finance and treasury functions on improving and implementing innovative solutions will be...
-
Head of Enterprise Sales
1 month ago
New York, United States Modern Treasury Corp Full timeOVERVIEW We’re looking for an experienced Enterprise Sales Manager to join our growing sales team. This person will play a foundational role as an early member of our enterprise sales team, proactively engaging prospective customers to understand their business and expanding the current enterprise sales team. We’ve built an API-first infrastructure...
-
Senior Liquidity Treasury Professional
1 week ago
New York, United States Rose International Full timeDate Posted: 12/30/2024Hiring Organization: Rose InternationalPosition Number: 475985Job Title: Senior Liquidity Treasury ProfessionalJob Location: New York, NY, USA, 10020Work Model: HybridShift: Hybrid:4 days/week on-site at the NY office.Employment Type: TemporaryEstimated Duration (In months): 6Min Hourly Rate($): 60.00Max Hourly Rate($): 70.00Must Have...
-
Senior Liquidity Treasury Professional
7 days ago
New York, United States Rose International Full timeDate Posted: 12/30/2024Hiring Organization: Rose InternationalPosition Number: 475985Job Title: Senior Liquidity Treasury ProfessionalJob Location: New York, NY, USA, 10020Work Model: HybridShift: Hybrid:4 days/week on-site at the NY office.Employment Type: TemporaryEstimated Duration (In months): 6Min Hourly Rate($): 60.00Max Hourly Rate($): 70.00Must Have...
-
Software Engineer
1 day ago
New York, United States Modern Treasury Full timeOVERVIEWThis position can be based out of San Francisco, New York, or remote (we accept candidates from many states).We're looking for Software Engineers to join our Engineering team. In this role, you will build innovative payments products that delight both engineering and finance teams. As an early member of the engineering team, you will help shape the...
-
Mid Market Sales Professional
2 weeks ago
New York, New York, United States Modern Treasury Full timeJob DescriptionWe are a fast-paced startup looking for an experienced Account Executive to join our Mid Market sales team. As a key member of our sales organization, you will be responsible for driving revenue growth and building strong relationships with our customers.Key ResponsibilitiesOwning the relationship with prospects and guiding them through the...
-
Treasury Officer, Funding
3 weeks ago
New York, United States Asian Infrastructure Investment Bank Full timeTreasury Officer, Funding The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100...
-
Senior Treasury Management Professional
2 weeks ago
New York, New York, United States Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Treasury Management Professional to join our Global Transaction Banking team in New York. This role will involve working closely with corporate and investment bankers to manage client relationships and develop new business opportunities.Key Responsibilities:Manage a portfolio of clients with annual...
-
Treasury Solutions Head of Risk
14 hours ago
New York, United States BankUnited Full timeOpportunity in New York, NY; Melville, NY or Miami Lakes, FL.SUMMARY: The Treasury Solutions Head of Risk is responsible for compliance monitoring and risk mitigation and reporting of treasury management and card activities, risk exposures and the provision of related treasury management risk expertise in support of the overall risk management activities of...