Treasury Sales Officer

Bank of America; Dallas (TX); On-site; USD 108,000 - 235,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer to drive revenue growth across a portfolio of Large Corporate accounts. You will partner with Corporate Bankers and treasury partners to tailor liquidity, payments, and cash management solutions that align with client objectives.

The role emphasizes growth of new and underpenetrated relationships, strong client focus, and cross-functional collaboration to deliver innovative treasury solutions and favorable pricing strategies.

Qualifications

• 3+ years of experience in a relevant role.
• Ability to travel upto 50 % of the time.
• Excellent verbal/ written communication and presentation skills.
• Proven negotiation and active listening skills.
• Proven business development and relationship management skills with a corporate client set.
• Excellent critical/strategic thinking and problem resolution skills.
• Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends.
• Ability to demonstrate creative thinking while adhering to guidelines.
• Strong business/financial acumen.
• Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients.
• Strong time management and prioritization skills.
• Ability to effectively manage risk while balancing the needs of the client, the team, and the bank.
• Able to work as an individual contributor and as part of a team.

Responsibilities

• Manage and aggressively grow treasury revenue across a portfolio of Large Corporate GIG clients.
• Partner with Corporate Bankers, Trade, Liquidity, Investment, FX teams to develop customized treasury solutions.
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• Accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal delivery.
• Maintain strong client focus, treasury industry expertise, and broad understanding of cash management products and services.
• Demonstrate strong communication and interpersonal skills to influence and mobilize internal partners.
• Maintain motivation to achieve goals and willingness to challenge themselves.

Skills

Years of experience

Travel up to 50%

Verbal & written communication

Negotiation & active listening

Business development & relationship mg

Strategic thinking & problem solving

Treasury / cash management knowledge

Creative thinking

Business acumen

Team collaboration & influence

Job description

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.

• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
• The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
• The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Required Qualifications

• 3+ years of experience in a relevant role.
• Ability to travel upto 50 % of the time
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills
• Proven business development and relationship management skills with a corporate client set.
• Excellent critical/strategic thinking and problem resolution skills
• Broad and deep treasury / cash management industry experience, including gloal product knowledge and industry trends
• Ability to demonstrate creative thinking while adhering to guidelines
• Strong business/financial acumen
• Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
• Strong time management and prioritization skills
• Ability to effectively manage risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
• Strong executive presence both internally/externally

Desired Qualifications

• US and International treasury management and/or product knowledge
• 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

NOTE: This role can be filled as a Treasury Sales Officer I or Treasury Sales Officer II depending on the experience someone brings.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)

Pay and benefits information

Pay range

$108,000.00 - $235,000.00 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.