Bank of America
Treasury Sales Officer, Non-Bank Financial Institution Segment
Bank of America, New York, New York, us, 10261
Treasury Sales Officer, Non-Bank Financial Institution Segment
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses 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 Age requirement: Must at least be 18 years of age.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses 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 Age requirement: Must at least be 18 years of age.
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