Bank of America
At Bank of America, we are 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.
This role is responsible for the delivery of integrated treasury solutions to clients and prospects in the United States or globally. Key responsibilities include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering closely with client-facing teammates to consult on sales opportunities. The position requires providing product knowledge to deliver the best possible solutions to meet client needs.
Responsibilities
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client-facing treasury presentations
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year-over-year growth
Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
Fosters digital adoption by driving mobile, digital, and real-time payments adoption and manages strategic dialogues around key client‑centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
Required Qualifications
Seeking motivating team players who value collaboration, celebrate shared success, and actively seek and appreciate diverse thoughts and backgrounds
Seeking highly engaged teammates whose intensity and intentions align with and are enthusiastic about the work we do for clients and communities
Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Strong communicators who value giving and receiving feedback, easily build relationships, and are quick‑thinking, flexible, and always learning and sharing knowledge
Excellent verbal and written communication and presentation skills
Proven negotiation and active listening skills
Proven business development and relationship management skills with a corporate client set
Excellent critical, strategic thinking and problem resolution skills
Broad and deep treasury/cash management industry experience, including global product knowledge and industry trends
Ability to demonstrate creative thinking while adhering to guidelines
Strong business and financial acumen
Ability to foster strong partnerships within the core team and build trust with clients
Strong time management and prioritization skills
Ability to effectively manage risk while balancing client, team and bank needs
Able to work as an individual contributor and a collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment
Strong executive presence internally and externally
Desired Qualifications
Intrinsic motivation to continuously improve processes and/or one’s own education
Ability to lead small groups while effectively delegating tasks
Desire to mentor and sponsor other associates
Certified Treasury Professional certification or equivalent
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
Seniority level:
Entry level
Employment type:
Full-time
Job function:
Finance and Sales
Industries:
Banking
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This role is responsible for the delivery of integrated treasury solutions to clients and prospects in the United States or globally. Key responsibilities include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering closely with client-facing teammates to consult on sales opportunities. The position requires providing product knowledge to deliver the best possible solutions to meet client needs.
Responsibilities
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client-facing treasury presentations
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year-over-year growth
Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
Fosters digital adoption by driving mobile, digital, and real-time payments adoption and manages strategic dialogues around key client‑centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
Required Qualifications
Seeking motivating team players who value collaboration, celebrate shared success, and actively seek and appreciate diverse thoughts and backgrounds
Seeking highly engaged teammates whose intensity and intentions align with and are enthusiastic about the work we do for clients and communities
Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Strong communicators who value giving and receiving feedback, easily build relationships, and are quick‑thinking, flexible, and always learning and sharing knowledge
Excellent verbal and written communication and presentation skills
Proven negotiation and active listening skills
Proven business development and relationship management skills with a corporate client set
Excellent critical, strategic thinking and problem resolution skills
Broad and deep treasury/cash management industry experience, including global product knowledge and industry trends
Ability to demonstrate creative thinking while adhering to guidelines
Strong business and financial acumen
Ability to foster strong partnerships within the core team and build trust with clients
Strong time management and prioritization skills
Ability to effectively manage risk while balancing client, team and bank needs
Able to work as an individual contributor and a collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment
Strong executive presence internally and externally
Desired Qualifications
Intrinsic motivation to continuously improve processes and/or one’s own education
Ability to lead small groups while effectively delegating tasks
Desire to mentor and sponsor other associates
Certified Treasury Professional certification or equivalent
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
Seniority level:
Entry level
Employment type:
Full-time
Job function:
Finance and Sales
Industries:
Banking
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