Treasury Sales Officer II

2 months ago

San Francisco, California, United States Bank of America Full time

About the Role:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.

We strive to be a diverse and inclusive workplace for everyone, and we invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

We believe in the importance of working together and offering flexibility to our employees. Our approach to flexibility is multi-faceted, depending on the various roles in our organization.

This role offers a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference in the financial lives of our clients.

About the Job:

The Treasury Sales Officer II is responsible for delivering integrated treasury solutions to Private Bank clients. This role partners 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.

The Treasury Sales Officer II is an extension of the Private Bank team, working with complex Private Bank clients, including Family Offices, Real Estate, Private Equity, and Business Owners.

Key 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 year-over-year growth.
  • Fosters digital adoption by driving mobile, digital, and real-time payments adoption and manages strategic dialogues around key client-centric issues — leveraging best practices, peer benchmarking, industry data analytics, and solution 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.

Requirements:

  • Minimum 10+ years of Treasury/Cash Management Sales experience.
  • Excellent communication, presentation, interpersonal, and organizational skills.
  • Authentic and passionate about the work we do for our clients and in our communities.
  • Challenges the status quo.
  • Confident and agile, with a strong communicator who values giving and receiving feedback, easily builds relationships, and is quick thinking, flexible, and always learning and sharing knowledge.

Preferred Qualifications:

  • Bachelor's degree or equivalent work experience.
  • Intellectually curious and motivated to continuously improve processes.
  • Sales and client relationship experience.
  • Strong knowledge of treasury management products and services.
  • Experience selling to Private Bank clients.
  • 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.
  • Strong business/financial acumen.
  • Demonstrates the ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
  • Successfully maneuvers throughout the enterprise.
  • Proactively engages all internal partners for sales opportunities.
  • 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.

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