Treasury Sales Officer II - Global Payment Solutions - Business Banking

Bank of America; Center Square (PA); On-site; USD 110,000 - 170,000; Full time

Job summary

Bank of America in the United States seeks a Treasury Sales Officer to lead product experts in Global Transaction Services, managing treasury revenue across a portfolio of Business Banking clients with revenue between 20 million and 50 million. The role emphasizes digital adoption, client-centric treasury solutions, and collaborative execution across product, sales and client teams.

The ideal candidate brings 5+ years in treasury sales, a strong track record in treasury management, and

Qualifications

• 5 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.

Responsibilities

• Lead treasury revenue streams across an assigned portfolio of Business Banking entities.
• Collaborate with bankers and product specialists to develop customized treasury solutions.
• Lead pricing strategy, proposals, and client-facing treasury presentations.
• Drive client engagement, portfolio development, and RFP/RFI responses.
• Mentor Treasury Analysts and coordinate with Servicing and Implementation teams.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Education

Bachelor's Degree or equivalent

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 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) 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, 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:

• 5 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 escalate 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:

• 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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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!

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