Senior Treasury Solutions Sales Lead - Global Payments

Internationalinsuranceprofessionals

Chicago (IL)

On-site

USD 133,000 - 235,000

Full time

6 days ago
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Benefits offered by this job

Discretionary bonus eligibility
Industry-leading benefits

Job summary

Bank of America in Chicago seeks a Treasury Sales Officer to lead product experts supporting Global Transaction Services in client engagements, managing complex, high-dollar deals, and pursuing strategic opportunities. You will drive collaboration between product, sales, and client teams to package liquidity management, payments, FX, and treasury solutions that meet client challenges.

The role requires strong treasury product knowledge, passion for client success, and ability to navigate a large

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 escalates 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 - Insurance and Specialty Finance clients and prospects covered by the Global Payment Solutions Team. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.
  • 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. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
  • Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Skills

Account Management
Business Development
Client Management
Client Solutions Advisory
Sales Strategy
Relationship Building
Presentation Skills
Critical Thinking
Portfolio Analysis
Coaching
Negotiation
Strategic Thinking
Financial Analysis
Communication Skills

Education

Bachelor's Degree or Equivalent Work Experience

Job description

Bank of America in Chicago seeks a Treasury Sales Officer to lead product experts supporting Global Transaction Services in client engagements, managing complex, high-dollar deals, and pursuing strategic opportunities. You will drive collaboration between product, sales, and client teams to package liquidity management, payments, FX, and treasury solutions that meet client challenges.

The role requires strong treasury product knowledge, passion for client success, and ability to navigate a large

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