Treasury Sales Lead - Global Payments

Bank of America; McLean (VA); On-site; USD 110,000 - 170,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer to deepen relationships across Commercial Banking Middle Market and Aerospace & Defense portfolios in the Mid-Atlantic. You will partner with Relationship Managers, Credit Officers, and specialists to deliver liquidity, payments, and treasury solutions.

The role requires 3+ years in treasury or cash management, strong financial acumen, and the ability to manage pricing, negotiations, and portfolio growth.

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

Responsibilities

• 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 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.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer 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

Job description

Bank of America is seeking a Treasury Sales Client Officer to deepen relationships across Commercial Banking Middle Market and Aerospace & Defense portfolios in the Mid-Atlantic. You will partner with Relationship Managers, Credit Officers, and specialists to deliver liquidity, payments, and treasury solutions.

The role requires 3+ years in treasury or cash management, strong financial acumen, and the ability to manage pricing, negotiations, and portfolio growth.