Treasury Sales Client Officer II

National Black MBA Association; New York (NY); On-site; USD 107,000 - 134,000; Full time

Job summary

Bank of America is hiring for a Treasury Sales Client Officer (TSCO) to drive revenue and profitability across a portfolio of Global and US Domestic Large Corporate clients. You will partner with various bank teams to deliver customized working capital and treasury solutions.

The role emphasizes virtual delivery with strong client focus and multi- regional collaboration. Candidates should have 3+ years in a comparable role, ability to travel, and excellent communication and relationship-building

Qualifications

• Minimum 3 years of experience in comparable role i.e. TSA or TSO role.
• Ability to travel at least 5% of the time. Most calling will be virtual in nature.
• Seeking motivating team players who value collaboration and diverse perspectives.
• Seeking teammates with strong communication and executive presence.
• Experience with treasury management sales and global solutions is preferred.

Responsibilities

• Maintains client focus and treasury industry expertise within the region.
• Drives revenue and profitability growth by identifying opportunities for clients.
• Develops data-driven insights and presentations for clients to optimize working capital.
• Participates in client management process to grow and deepen relationships.
• Builds relationships with internal partners and client decision makers; conducts portfolio reviews.
• Ensures timely responses to client requests and updates stakeholders on progress.
• Maintains pricing and billing accuracy while handling client escalations.

Skills

Account Management

Client Management

Relationship Building

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Written Communications

Active Listening

Coaching

Collaboration

Prioritization

Education

Bachelor's degree in finance, accounting or related

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!

Job Description

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.

Reporting to the Head of US Treasury Sales Client Officers (TSCO) the TSCO will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective fortune 500 global companies across the Large Corporate sectors. They will partner with Corporate 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.

The TSCO will be responsible for managing and growing treasury revenue across their own portfolio of Global and US Domestic Large Corporate clients, across different Industry verticals. The TSCO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery. The TSCO will maintain an intense client focus & client partnership primarily delivered virtually (vs. in-person). TSCOs deliver treasury expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency. The TSCO will possess strong interpersonal skills and appropriate financial acumen. Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise. Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team. Own ad hoc projects.

Responsibilities

• 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

Required Qualifications

• Minimum 3 years of experience in comparable role i.e. TSA or TSO role
• Ability to travel at least 5% of the time. Most calling will be virtual in nature.
• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
• 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
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal/ written communication and presentation skills
• 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

Desired Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
• 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
• Multi-lingual skills preferred
• Coverage of global corporations in a comparable role is advantageous

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.