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Senior Treasury Solutions Consultant
2 months ago
Position Overview
At Bank of America, we are committed to enhancing financial well-being through meaningful connections. Our approach to Responsible Growth reflects our dedication to our clients, colleagues, communities, and shareholders.
We prioritize creating an inclusive and diverse work environment for all employees. Our recruitment process seeks individuals from various backgrounds and experiences, and we invest significantly in our team members and their families by providing competitive benefits that support their overall well-being.
Bank of America values collaboration while also offering flexibility tailored to the diverse roles within our organization.
Joining Bank of America presents an opportunity for a fulfilling career where you can learn, grow, and contribute positively, with the ability to make a significant impact.
The Senior Treasury Solutions Consultant is accountable for delivering comprehensive treasury solutions to Private Bank clientele. This role involves close collaboration with client-facing teams to identify sales opportunities and provide the necessary product expertise and consultation to ensure optimal solutions for clients. The Consultant acts as an integral part of the Private Bank team, engaging with complex clients, including Family Offices, Real Estate entities, Private Equity firms, and Business Owners.
Key Responsibilities:
• Drives sustainable revenue and balance sheet growth, enhances profitability, engages in client outreach and planning, develops portfolios, formulates pricing strategies, responds to proposals, and leads client treasury presentations.
• Collaborates with bankers and product specialists across the organization to craft tailored treasury solutions through a client-focused cost/benefit analysis and a bank-centered profitability analysis.
• In conjunction with the Private Bank, spearheads pricing and negotiation discussions with clients regarding treasury management products to maximize relationship profitability and year-over-year growth.
• Promotes digital adoption by encouraging the use of mobile, digital, and real-time payment solutions while managing strategic discussions around key client-centric issues, utilizing best practices, peer benchmarking, industry data analytics, and solution positioning.
• Guides, mentors, and develops Treasury Sales Analysts and junior Treasury Sales Officers in their daily client support activities.
• Maintains a strong client focus, possesses treasury industry expertise, and has a broad understanding of the bank's structure.
Required Qualifications:
- Minimum of 10 years of experience in Treasury/Cash Management Sales.
- Exceptional communication, presentation, interpersonal, and organizational skills.
- Engaged and passionate: Seeking a highly motivated team member who is enthusiastic about serving clients and contributing to community initiatives.
- Willingness to challenge conventional methods.
- Confident and adaptable: A strong communicator who values feedback, builds relationships easily, and is quick-thinking, flexible, and committed to continuous learning and knowledge sharing.
Preferred Qualifications:
- Bachelor's degree or equivalent professional experience.
- Intellectually curious and driven to enhance processes.
- Experience in sales and client relationship management.
- Strong understanding of treasury management products and services.
- Proven experience selling to Private Bank clients.
- Excellent verbal and written communication and presentation skills.
- Demonstrated negotiation and active listening abilities.
- Strong critical and strategic thinking, along with problem-solving skills.
- Creative thinker who adheres to established guidelines.
- Strong business and financial acumen.
- Ability to foster strong partnerships within the core team and build genuine rapport with client contacts.
- Effectively manages competing priorities while maintaining high levels of client satisfaction.
- Successfully navigates the organization.
- Proactively engages internal partners for sales opportunities.
- Effectively manages risk while balancing the needs of clients, the team, and the organization.
- Capable of working independently as well as collaboratively in a fast-paced environment.
Work Schedule:
Standard business hours (United States of America)
Weekly Commitment:
40 hours
