Treasury Sales Officer II

Posted:
9/9/2024, 12:15:41 PM

Location(s):
New York, New York, United States ⋅ New York, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Job 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, 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 Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group.  They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Healthcare clients, across subsectors of Pharma, Med-tech and healthcare payers.

The TSO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery.

The TSO will maintain an intense client focus & client partnership. Deliver treasury industry expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency.  

Participate in and lead solution/capabilities demonstrations, deep dive treasury reviews, conference participation, speaking at events and producing social media industry & thought leadership content.

The TSO will possess strong interpersonal skills and appropriate financial acumen.

Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise.

Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team

Own special projects , that will deliver efficiency for the Bank and our clients.

Required skills: "Must" have these skills to be minimally qualified    

• Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends

• Proven business development and relationship management skills with a corporate client set

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills with strong executive presence

• 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

• Minimum 8 years of experience in comparable role

• Ability to travel at least 50% of the time

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience

Desired skills:

Intrinsically motivated to continuously improve processes and/or one’s own education

• Ability to lead small groups while effectively delegating tasks

• Exercises the desire to mentor and sponsor other Associates

Shift:

1st shift (United States of America)

Hours Per Week: 

40