Strategic Treasury Sales Lead

Bank of America

Kansas City (MO)

On-site

USD 107,000 - 134,000

Full time

14 days+

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Job summary

Bank of America is seeking a Healthcare, Higher Education and Not-for-profit Treasury Sales Client Officer in Chicago. You will act as the primary client interface for a portfolio of high-revenue treasury clients, leading complex projects from inception through completion and delivering integrated treasury, cash management, card, merchant and deposit solutions.

Responsibilities include guiding sales opportunities with product consultation, developing data-driven client insights, and ensuring

Qualifications

3 years of treasury sales experience.
Product and financial acumen.
Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and delivering results within established deadlines and budgets.
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.
Ability to read and leverage data to proactively identify trends and opportunities.
Strong ability to organize, prioritize and balance multiple sales activities.
A deep understanding of bank structure and the operational aspects of global cash management products and services.
Understanding of and adherence to risk guidelines to proficiently identify, manage and elevate risk to grow the business responsibly.
Passionately curious, courageous, knowledge of bank network and effective business partnering

Responsibilities

Lead, direct and coordinate delivery of complex treasury solutions across client projects.
Consult with client-facing teammates on sales opportunities and provide product expertise.
Develop data-driven insights and presentations for clients to reduce risk and improve working capital.
Drive client relationship development from new to deeper relationships.
Ensure timely responses to client requests and keep stakeholders updated.
Identify cross-sell opportunities through scope expansions.
Bridge project plans across payment solutions and fulfillment teams.
Facilitate client calls to complete implementations successfully.
Drive process improvement and operational excellence through stakeholder collaboration.
Document meetings, plans and actions and share with client and core team.
Validate post-implementation services meet client expectations and hand off to Client Services.