Treasury Sales Lead - Liquidity & Payments

NBMBAA; Dallas (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Bank of America is seeking a Treasury Sales Client Officer (TSCO) for the Central Southwest region, focused on managing and expanding treasury revenue streams across Business Banking clients. You will collaborate with Relationship Managers, Credit Officers, and other partners to position treasury solutions and drive client value.

The role requires strong negotiation, deal-making, and implementation skills, with the ability to guide clients from initial pricing to final delivery while maintaining

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core KPIs within 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

Responsabilités

• The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Acts as 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 participate 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. Must manage 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.
• Leads 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.
• 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.
• Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.

Connaissances

Account Management

Client Management

Customer Focus

Oral Communication

Presentation Skills

Relationship Building

Strategic Selling

Team Collaboration

Formation

Bachelor's Degree

Finance / Accounting

Description du poste

Bank of America is seeking a Treasury Sales Client Officer (TSCO) for the Central Southwest region, focused on managing and expanding treasury revenue streams across Business Banking clients. You will collaborate with Relationship Managers, Credit Officers, and other partners to position treasury solutions and drive client value.

The role requires strong negotiation, deal-making, and implementation skills, with the ability to guide clients from initial pricing to final delivery while maintaining