Bank of America
Treasury Sales Officer, Non-Bank Financial Institution Segment
Bank of America, Chicago, Illinois, United States, 60290
Job Overview
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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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
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 and Benefits Information 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 Range $127,500.00 – $230,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary Incentive 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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Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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
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 and Benefits Information 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 Range $127,500.00 – $230,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary Incentive 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.
#J-18808-Ljbffr