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Treasury Sales Professional: Delivering Integrated Treasury Solutions

2 months ago

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

At Bank of America, we're committed to helping our clients achieve their financial goals through the power of our integrated treasury solutions.

As a Treasury Sales Officer II, you'll be responsible for delivering customized treasury solutions to our Private Bank clients, working closely with client-facing teammates to identify sales opportunities and provide expert consultation. Your ability to develop and maintain strong relationships with clients will be key to driving revenue growth and profitability improvement.

We're seeking a highly engaged and motivated individual with a passion for delivering exceptional client experiences. You'll have a strong track record of success in treasury sales, with a minimum of 10+ years of experience in this field. Your excellent communication, presentation, and interpersonal skills will enable you to effectively partner with our bankers and product specialists to develop customized treasury solutions.

As a Treasury Sales Officer II, you'll have the opportunity to work with a diverse range of clients, from Family Offices to Private Equity firms, and develop a deep understanding of their unique needs and challenges. Your ability to think critically and strategically will enable you to identify opportunities for growth and develop innovative solutions to drive business results.

We offer a competitive salary and benefits package, including a base salary of $120,000 per year, plus bonuses and incentives. You'll also have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client experiences.

Our ideal candidate will have a Bachelor's degree or equivalent work experience, with a strong background in treasury sales and a proven track record of success in this field. You'll be a strategic thinker with excellent communication and interpersonal skills, able to build strong relationships with clients and colleagues alike.

As a Treasury Sales Officer II, you'll have the opportunity to make a real impact on our business and help drive growth and profitability. If you're a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

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 YoY 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 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

Required Skills and Qualifications:

  • Minimum 10+ years of Treasury/Cash Management Sales experience
  • Excellent communication, presentation, interpersonal, and organizational skills
  • Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
  • Challenges the status quo
  • Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount

Desired Skills:

  • 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 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
  • 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

Shift: 1st shift (United States of America)

Hours Per Week: 40