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Senior Treasury Sales Consultant
2 months ago
Job Overview:
At Bank of America, our mission is to enhance financial well-being through every connection we make. Responsible Growth is our guiding principle, ensuring we deliver exceptional service to our clients, colleagues, communities, and shareholders consistently.
We prioritize creating a workplace that values diversity and inclusivity. Our commitment to our employees is reflected in our comprehensive benefits package designed to support their physical, emotional, and financial health.
Bank of America recognizes the importance of collaboration while also providing flexibility tailored to various roles within our organization.
Joining Bank of America offers a fulfilling career with opportunities for professional development, growth, and the chance to make a significant impact. We invite you to be part of our journey.
Role Summary: The Treasury Sales Officer plays a crucial role in delivering comprehensive treasury solutions to our Private Bank clientele. This position involves close collaboration with client-facing teams to identify sales opportunities and provide the necessary product expertise to ensure optimal solutions for our clients. The Treasury Sales Officer 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:
- Facilitates responsible revenue growth and balance sheet enhancement, focusing on profitability, client engagement, portfolio development, pricing strategies, proposal generation, and leading treasury presentations.
- Collaborates with bankers and product specialists across the organization to create tailored treasury solutions through a thorough analysis of client needs and bank profitability.
- In conjunction with the Private Bank, oversees pricing and negotiation processes for treasury management products to maximize relationship profitability and year-over-year growth.
- Promotes digital adoption by encouraging the use of mobile and real-time payment solutions while managing strategic discussions around client-centric issues, utilizing best practices and industry analytics.
- Mentors and develops Treasury Sales Analysts and junior Treasury Sales Officers, providing guidance in day-to-day client deliverables.
- Maintains a strong focus on client needs, possesses treasury industry knowledge, and understands various client sectors and the bank's structure.
Essential Qualifications: Candidates must possess the following:
- Minimum of 10 years in Treasury/Cash Management Sales
- Exceptional communication, presentation, interpersonal, and organizational skills.
- Engaged and passionate: Seeking a proactive team member who is enthusiastic about serving clients and contributing to community initiatives.
- Ability to challenge conventional approaches.
- Confident and adaptable: A strong communicator who values feedback, builds relationships easily, and demonstrates quick thinking and flexibility.
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.
- Experience engaging with Private Bank clients.
- Excellent verbal and written communication skills.
- Proven negotiation and active listening abilities.
- Strong critical thinking and problem-solving skills.
- Demonstrated creative thinking within established guidelines.
- Solid business and financial acumen.
- Ability to foster strong partnerships within teams and build genuine rapport with clients.
- Effectively manages competing priorities while ensuring high levels of client satisfaction.
- Successfully navigates the organization to leverage resources.
- Proactively identifies sales opportunities by engaging internal partners.
- Effectively balances risk management with client, team, and bank needs.
- Able to work independently as well as collaboratively in a dynamic environment.
Work Schedule: 1st shift (United States of America)
Weekly Hours: 40
