Senior Global Treasury Sales & Solutions Lead

Bank of America Corporation; New York (NY); On-site; USD 133,000 - 235,000; Full time

Job summary

Bank of America Corporation is seeking a seasoned Treasury Sales Officer to lead product experts in Global Transaction Services engagements, closing complex deals, and pursuing strategic opportunities with top clients. You will collaborate with product, sales, and client teams to design treasury solutions that address client needs.

The role focuses on liquidity management, payments, FX, and commercial card services, driving innovation and practical treasury solutions globally.

Qualifications

• 5 years of Treasury Sales Officer Experience.
• Ability to Travel between up to 40% of time including long day and some overnight travel.
• Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends.
• Proven business development and relationship management skills with a complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills. Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners and elevate as needed.
• Demonstrates the ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Responsibilities

• This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution Team.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis.
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer and Client Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Coaching

Collaboration

Oral Communications

Prioritization

Prospecting

Education

Bachelor's Degree or Equivalent Work Experience

MBA or Equivalent

Certified Treasury Professional Certification (CTP)

Job description

Bank of America Corporation is seeking a seasoned Treasury Sales Officer to lead product experts in Global Transaction Services engagements, closing complex deals, and pursuing strategic opportunities with top clients. You will collaborate with product, sales, and client teams to design treasury solutions that address client needs.

The role focuses on liquidity management, payments, FX, and commercial card services, driving innovation and practical treasury solutions globally.