Treasury Solutions Sales Officer II

Bank of America; Ontario (CA); On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America in California seeks a Treasury Sales Client Officer II to manage a portfolio of middle market clients, develop strategic plans, and coordinate RFP processes with Treasury Sales teams.

You will grow revenue, handle pricing and profitability, and provide product expertise to deliver integrated treasury solutions across the region, coordinating with partners to meet client objectives.

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Ability to interact with and influence people internally and externally by verbal and written communication and strong presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Strong ability to organize, prioritize and balance multiple sales activities.

Responsibilities

• Retain and grow existing revenue while deepening client relationships.
• Manage pricing and profitability for the assigned portfolio.
• Coordinate regular relationship reviews and respond to client/partner requests in a timely manner.
• Lead in delivering integrated treasury solutions to clients in the portfolio.
• Identify cross-sell opportunities through account analysis and client interaction.

Skills

Treasury sales

Presentation skills

Data analysis

Relationship building

Client management

Job description

Bank of America in California seeks a Treasury Sales Client Officer II to manage a portfolio of middle market clients, develop strategic plans, and coordinate RFP processes with Treasury Sales teams.

You will grow revenue, handle pricing and profitability, and provide product expertise to deliver integrated treasury solutions across the region, coordinating with partners to meet client objectives.