Bank of America
Treasury Sales Officer, Non-Bank Financial Institution Segment
Bank of America, New York, New York, us, 10261
Overview
Job Description:
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America supports an in-office culture with flexible options 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 Responsibilities
The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables Be 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 and industry data analytics Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events Job Qualifications
Successful history of direct and comprehensive treasury management sales experience Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction Effectively manages risk while balancing the needs of the client, the team, and the bank Able to effectively work as an individual contributor as well as a close team member in a fast paced environment Broad and deep familiarity with global treasury management products, services and trends Strong Executive presence both internally/externally with ability to lead C- suite meetings Minimum 6 years of relevant experience in banking, treasury, and/or finance Ability to travel approximately 50% of the time B.S./B.A. degree or equivalent work experience Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred 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 Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $127,500.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Job Description:
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America supports an in-office culture with flexible options 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 Responsibilities
The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables Be 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 and industry data analytics Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events Job Qualifications
Successful history of direct and comprehensive treasury management sales experience Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction Effectively manages risk while balancing the needs of the client, the team, and the bank Able to effectively work as an individual contributor as well as a close team member in a fast paced environment Broad and deep familiarity with global treasury management products, services and trends Strong Executive presence both internally/externally with ability to lead C- suite meetings Minimum 6 years of relevant experience in banking, treasury, and/or finance Ability to travel approximately 50% of the time B.S./B.A. degree or equivalent work experience Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred 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 Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $127,500.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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