Treasury Sales Strategist

Bank of America; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer to lead product experts in Global Payments Services engagements, client management, and closing complex deals with strategic clients. You will collaborate with product, sales, and relationship teams to package marketing-leading treasury solutions that meet client needs.

The role emphasizes revenue growth, portfolio development, pricing strategy, and delivering client-facing treasury presentations.

Qualifications

• 3 years of Treasury Sales Officer Experience.
• Ability to Travel between up to 30% 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.

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 Commercial Banking entities.
• 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.
• 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

Skills

Treasury Sales Experience

Travel 30%

Treasury management sales

Business development

Relationship management

Communication

Negotiation

Executive presence

Analytical thinking

Risk management

Team collaboration

Education

Bachelor’s degree in finance/related

CTP certification

MBA

Job description

Bank of America is seeking a Treasury Sales Officer to lead product experts in Global Payments Services engagements, client management, and closing complex deals with strategic clients. You will collaborate with product, sales, and relationship teams to package marketing-leading treasury solutions that meet client needs.

The role emphasizes revenue growth, portfolio development, pricing strategy, and delivering client-facing treasury presentations.