Treasury Sales Client Officer

Bank of America; Toronto; On-site; CAD 110,000 - 150,000; Full time

Job summary

Bank of America in Toronto is seeking a Treasury Sales Client Officer to manage and grow treasury revenue for Global Commercial Banking clients across Canada. You will partner with Commercial Bankers and cross-functional teams to deliver customized working capital and treasury solutions.

The role emphasizes virtual client engagements, strong financial acumen, and the ability to travel at least 5% while supporting a 37.5-hour work week in a dynamic, in-office culture with opportunities for

Qualifications

• Direct treasury management sales experience with US domestic and global solutions.
• 5+ years of experience in a similar role.
• Proven business development and relationship management with global clients.
• Excellent communication and presentation skills.
• Undergraduate degree in finance, accounting, management, or related field.

Responsibilities

• Manage and grow treasury revenue across Global Commercial Banking clients in Canada across multiple industries.
• Lead revenue growth planning, client engagement, portfolio development, pricing strategy, and proposals.
• Maintain client focus via virtual engagement while delivering treasury expertise and market insights.
• Demonstrate strong interpersonal skills and financial acumen.
• Stay current on evolving treasury solutions, market trends, and industry developments.
• Collaborate with internal partners and GPS Sales team; share ideas and best practices.
• Deliver ad hoc projects as required.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

Bachelor's degree in finance or related field

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 Client Officer (TSCO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective Global Commercial Banking clients. They will partner with Commercial Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade & Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

Responsibilities

• Manage and grow treasury revenue across a portfolio of Global Commercial Banking clients operating in Canada, spanning multiple industry verticals.
• Be accountable for revenue growth, client planning, client engagement, portfolio development, pricing strategy, and the development and delivery of proposals and presentations.
• Maintain a strong client focus and partnership, primarily delivered through virtual engagement, while providing treasury expertise, thought leadership, and a broad understanding of the bank’s structure and global cash management products and services to identify opportunities for efficiency.
• Demonstrate strong interpersonal skills and sound financial acumen.
• Proactively expand product knowledge and remain current on evolving solutions, market trends, and industry developments. Effectively represent the voice of the client to product partners and across the broader organization.
• Build strong relationships with internal partners and collaborate effectively within the GPS Sales team, sharing ideas and best practices.
• Manage and deliver ad hoc projects as required.

Qualifications

• 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
• Minimum 5 years of experience in comparable role
• Proven business development and relationship management skills with a Global Commercial Banking client set
• Excellent verbal/ written communication and presentation skills
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
• 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
• Ability to travel at least 5% of the time. Most calling will be virtual in nature.

Desired Qualifications

• 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
• Certified Treasury Professional certification or equivalent

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Shift:

Hours Per Week: 37.5