Treasury Sales Officer

Bank of America; New York (NY); On-site; USD 108,000 - 235,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in New York is seeking a Treasury Sales Officer to lead revenue growth across a portfolio of Global Large Corporate clients. You will partner with Corporate Bankers and product teams to present customized treasury solutions and to drive adoption of liquidity, payments, FX, and card services.

The role requires strong negotiation, client-management skills, and a deep knowledge of treasury products, with travel up to 50% and a focus on measurable revenue growth.

Qualifications

• 5 years of treasury sales experience.
• Willing to travel up to 50%.
• Proven track record in treasury management sales.
• Strong communication and presentation skills.
• Deep knowledge of global treasury products.

Responsibilities

• Lead treasury revenue growth across assigned portfolio.
• Collaborate with bankers and product teams to tailor treasury solutions.
• Present treasury proposals and respond to RFPs.
• Mentor Treasury Analysts and coordinate with Servicing/Implementation teams.
• Drive pricing strategies and profitability for client engagements.

Skills

Treasury sales

Client relationship

Negotiation

Communication skills

Strategic thinking

Financial acumen

Travel willingness

Education

Bachelor's degree in finance or related field

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: This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges. 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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Responsibilities

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Consumer and Retail Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives. The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Consumer and Retails clients. Act 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. Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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. 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. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics. Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery. Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs. Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations. Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis. Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth. Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Required Qualifications

5 years of Treasury Sales Officer Experience. Ability to Travel between up to 50% of time in normal environment. Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends. Proven business development and relationship management skills with a complex clients. Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence. Adept at critical and strategic thinking and problem resolution. Strong business/financial acumen. Ability to successfully maneuver through the enterprise, engage partners and escalatte as needed. Demonstrates the ability to foster strong partnerships within the core team. Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment. Effectively manages risk while balancing the needs of the client, the team, and the bank.

Desired Skills

B.S. or B.A. in finance, accounting, management, or another undergraduate degree. Certified Treasury Professional Certification (CTP) or equivalent MBA or Equivalent International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience. Exercise the desire to mentor and sponsor other associates. Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success. Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities. Innovative and Curious: 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. Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. 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.

Please note: this role can be filled as either a TSO I or TSO II depending on the experience someone brings.

Pay and Benefits

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 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.

Privacy Statement

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.

Pay Transparency

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency