Treasury Sales Officer I - Global Payment Solutions - Business Banking

Merrill

Jackson (TN)

On-site

USD 120,000 - 180,000

Full time

8 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

In-office culture

Flexibility

Team collaboration

Job summary

Bank of America is seeking a Treasury Sales Officer to drive revenue growth and product penetration across a defined portfolio of Business Banking clients. The role focuses on leading client conversations, pricing, and strategic treasury solutions while partnering with multiple internal teams to deliver comprehensive cash management services.

The ideal candidate will have 3+ years of treasury sales experience, strong communication and negotiation skills, and the ability to travel up to 20%.

Qualifications

3 years of Treasury Sales Officer Experience.
Ability to Travel up to 20% of time.
Proven treasury sales and relationship management skills with complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills with strong executive presence.
Adept at critical and strategic thinking and problem resolution.
Strong business/financial acumen.
Ability to collaborate across enterprise and lead client-facing treasury presentations.

Responsibilities

Manage and actively pursue treasury revenue streams and product penetration across an assigned client portfolio.
Lead client-facing treasury presentations and proposal responses.
Develop pricing strategies and negotiate terms with clients.
Partner with bankers and product specialists to develop customized treasury solutions.
Drive revenue growth, profitability, and portfolio development.
Coach and mentor analysts and coordinate with servicing teams to deliver solutions.

Skills

Communication

Negotiation

Relationship management

Executive presence

Critical thinking

Financial acumen

Time management

Travel readiness

Education

Bachelor's degree in finance/ business

Bachelor's Degree or Equivalent Work Experience

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

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.

Responsibilities

The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients' needs.
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, and 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.
Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
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

3 years of Treasury Sales Officer Experience
Ability to Travel between up to 20% 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 elevate 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 Banking Experience
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