Treasury Solutions Sales Officer II

Bank of America; Mount Pleasant (SC); Hybride; USD 85 000 - 120 000; Plein temps

Avantages offerts par ce poste

In-office culture with flexibility

Career development opportunities

Résumé du poste

Bank of America is seeking a Treasury Sales Client Officer II in the United States. This role manages day-to-day relationships with middle-market clients, delivering integrated treasury solutions and coordinating with Treasury Sales teams to realize revenue and value for clients.

The position emphasizes data-driven insights, cross-functional collaboration, and proactive management of client needs within a hybrid work environment, focusing on risk-aware growth and client satisfaction.

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Ability to influence internally and externally through strong communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Strong ability to organize, prioritize and balance multiple sales activities.
• Deep understanding of global cash management products and services.
• Adherence to risk guidelines to grow the business responsibly.
• Curious, courageous, and client-focused with strong business partnering.

Responsabilités

• Manage day-to-day relationships with Middle Market clients and grow revenue.
• Deliver integrated treasury solutions and provide product expertise to meet client objectives.
• Coordinate with Treasury Sales teams on requests and fulfill client needs in a timely manner.
• Develop data-driven insights and client presentations to reduce risk and improve working capital.
• Build relationships with internal partners and conduct portfolio reviews to assess performance and opportunities.

Connaissances

Treasury sales

Relationship management

Financial analysis

Communication skills

Cross-functional collaboration

Pricing & profitability

Formation

Bachelor's degree in finance

Outils

Microsoft Excel

CRM systems

Description du poste

Bank of America is seeking a Treasury Sales Client Officer II in the United States. This role manages day-to-day relationships with middle-market clients, delivering integrated treasury solutions and coordinating with Treasury Sales teams to realize revenue and value for clients.

The position emphasizes data-driven insights, cross-functional collaboration, and proactive management of client needs within a hybrid work environment, focusing on risk-aware growth and client satisfaction.