Treasury Sales Client Officer II - Global Payment Solutions - Tech Industry Vertical (HTSRA)

Bank of America; Boston (MA); On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Discretionary bonus eligibility

Industry-leading benefits

Paid time off

Job summary

Bank of America in Boston is seeking a Treasury Sales Client Officer to drive treasury revenue and cross-sell across an assigned NE portfolio. You will lead pricing discussions, coordinate with Relationship Managers and partners, and implement solutions from inception to revenue realization.

The role emphasizes client-focused pricing, digital adoption, and strategic dialogues on treasury products, with opportunity to influence profitability and growth for the bank's treasury client base.

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core KPI within clients treasury operations ecosystems.
• Demonstrates the ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
• Broad and deep familiarity with global treasury management products, services and trends.

Responsibilities

• Pursues client prospect opportunities outside of the portfolio; works with Relationship Managers, Credit Officers, FX Trade Advisors, and others.
• Positions US, and sometimes International treasury solutions that best fit clients' needs; daily virtual client interactions.
• Leads pricing and negotiation discussions for TM products to optimize profitability for the portfolio.
• Acts as a digital ambassador driving mobile and real-time payments adoption and leads strategic dialogues around client-centric issues.
• Participates in CMP focusing on client acquisition and deepening relationships by identifying client needs.
• Oversees implementation of all solutions from start to finish ensuring a smooth experience and speed to revenue.
• Drives revenue growth, client calling initiatives, portfolio development, pricing, RFP responses, and client-facing treasury presentations.

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

Certified Treasury Professional Certification (CTP) or equivalent

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, 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.

Responsibilities:

The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio within the HTSRA Tech Industry vertical for the North East.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
• Positions US, and sometimes International treasury, solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.
• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Acts as a 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.
• Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP 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.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• 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. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one's own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

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

Minimum Education Requirement:

Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Iselin - 194 WOOD AVE S (NJ7550), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This 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.

Benefits

This 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.