Treasury Sales Client Officer II

Bank of America; Charlotte (NC); Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

Bank of America in Charlotte, NC is seeking a Treasury Sales Client Officer II to deliver integrated treasury solutions, develop strategic client plans, and coordinate with Treasury Sales teams to realize revenue. The role emphasizes relationship management across an assigned portfolio, data-driven insights, cross-sell opportunities, and ensuring timely responses to client requests.

This is a 40-hour, in-office role with a hybrid flexibility depending on responsibilities.

Qualifikationen

• Must have these skills to be minimally qualified: Treasury sales experience, product/financial acumen, strong communication/presentation, data reading/identifying trends, organizing/prioritizing sales activities, deep bank structure knowledge, risk guideline adherence, curiosity and proactive partnering.

Aufgaben

• Delivery of integrated treasury solutions to clients within an assigned portfolio and consultation on sales opportunities.
• Coordinate regular relationship review meetings and identify process improvements for the client.

Kenntnisse

Treasury sales experience

Product and financial acumen

Communication & presentation

Data analysis

Sales pipeline management

Global cash management knowledge

Risk management awareness

Business partnering

Ausbildung

Finance / accounting / business degree

Jobbeschreibung

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!

Job Description: This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

Responsibilities:

• Treasury Sales Client Officer II is responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.


• In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect


• The TSCO will work regularly with partners on fulfilment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.


• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank’s structure


• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage


• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.


• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs


• Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews


• Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress


• Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed


• Identifies cross-sell opportunities through account analysis & regular client interaction


• Manages client escalations and keep internal team informed


• Protects and grows revenue

Require skills:

\"Must have these skills to be minimally qualified

• 3 years of prior treasury sales experience


• Product and financial acumen


• 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 escalation risk to grow the business responsibly


• Passionately curious, courageous, knowledge of bank network and effective business partnering

Desired skills:

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


• Product and financial acumen


• 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 escalation risk to grow the business responsibly


• Passionately curious, courageous, knowledge of bank network and effective business partnering

Shift:

1st shift (United States of America)

Hours Per Week:

40

Privacy Statement:

https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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Pay Transparency:

https://careers.bankofamerica.com/en-us/pay-transparency