Treasury Sales Officer II, Global Payment Solutions

Tech Sales Jobs

San Antonio (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Bank of America is recruiting a Treasury Sales Officer II for Global Payment Solutions in the Healthcare Not For Profit - Higher Education group. You will drive treasury revenue, manage client portfolios, and collaborate with product, sales, and relationship teams to deliver strategic, market-leading solutions.

You will engage Not-For-Profit Healthcare and Private Higher Education clients, advising on payments, liquidity, eCommerce, and card solutions while expanding relationships and

Qualifications

5 years of Treasury Sales Officer experience
Travel up to 10% of time in normal environment
Broad & deep familiarity with treasury management products, services & trends
Proven business development & relationship management with complex clients
Excellent verbal and written communication and presentation skills
Negotiation & active listening with strong executive presence
Critical and strategic thinking and problem resolution
Strong business/financial acumen
Ability to navigate enterprise, engage partners & balance client & bank needs
Ability to work as an individual contributor and as part of a team

Responsibilities

Lead revenue growth and portfolio development across assigned client base.
Partner with bankers and product specialists to develop customized treasury solutions.
Drive pricing strategy, proposals and client-facing treasury presentations.
Engage in strategic dialogues with C-suite and Revenue Cycle teams.
Support not-for-profit healthcare and higher education clients with working capital and payments solutions.
Mentor Treasury Analysts and coordinate with Implementation teams.

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

Education

Bachelor’s Degree or Equivalent Work Experience

MBA or Equivalent

Certified Treasury Professional Certification (CTP) or equivalent

Job description

Treaury Sales Officer II - Global Payment Solutions - Healthcare Not For Profit - Higher Education

Location: Houston, San Antonio, Dallas, Austin

Time Type: Full time

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!

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.

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

The Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.

Responsibilities:

The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. 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.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
Drive expansion of Solutions Per Relationship (SPR).
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.
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 10% 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 esc
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:

For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
5+ years banking experience
Prior Card solution experience a plus
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
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: