Treasury Sales Strategist – Global Payments

Bank of America

Richmond (VA)

On-site

USD 107,000 - 134,000

Full time

8 days ago

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Benefits

Job summary

Bank of America in Richmond, VA is seeking a Treasury Sales Client Officer to deepen a Middle Market and Aerospace & Defense portfolio and drive revenue. You will partner with Relationship Managers and cross-functional teams to tailor treasury solutions, negotiate terms, and lead end-to-end implementations with a client-centric approach across payments, liquidity, and reporting.

Role requires strong treasury product knowledge, strategic mindset, and ability to translate client needs into

Qualifications

At least 3 years of demonstrated success in a treasury or cash management capacity.
Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Broad and deep familiarity with global treasury management products, services and trends

Responsibilities

Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
Positions solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.
Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
Acts as a 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.
Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations.
Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
Maintains a strong client focus while also understanding the operational aspects of the bank.
TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.