The Association of Technology, Management and Applied Engineering
Treasury Sales Officer I
The Association of Technology, Management and Applied Engineering, Houston, Texas, United States, 77246
Job Description
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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance while allowing flexibility based on role‑specific considerations. Build a successful career with opportunities to learn, grow, and make an impact. Join us! This job 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. Provide product knowledge to deliver the best possible solution to meet the client and prospect’s 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 (YoY) 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 At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally—across all segments and industries. We are looking for highly motivated, self‑starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply‑chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with the ability to see what’s next in treasury management. The future of treasury management is here at Bank of America, powered by people, driven by technology. The Treasury Sales Officer (TSO) Role
Responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients Partners with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives Focuses on growth of new and under‑penetrated client relationships and expansion of existing relationships Accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery Maintains a strong client focus, treasury industry expertise, understanding of evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise, and a broad understanding of bank structure and the operational aspects of global cash management products and services Possesses strong communication and interpersonal skills, ability to influence, lead and mobilize business partners, and appropriate financial acumen Motivated to maintain a consistent level of goal achievement and willing to challenge themselves 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 and are enthusiastic about the work we are doing for our clients and in our 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 Seeking strong communicators who value giving and receiving feedback, easily build relationships, and are quick‑thinking, flexible, and always learning and sharing knowledge Excellent verbal/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/financial acumen Proven ability to foster strong partnerships within the core team and build trust and market‑differentiating relationships with clients Strong time management and prioritization skills Ability to effectively manage 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 supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast‑paced environment Strong executive presence both 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 and Work Hours
1st shift (United States of America) 40 hours per week Pay and Benefits
Location: US – NY – New York – ONE BRYANT PARK – BANK OF AMERICA TOWER (NY1100) Annualized salary range: $105,000.00 – $145,000.00, offers determined based on experience, education, and skill set. Eligible for annual discretionary plan based on performance. Benefits: Industry‑leading benefits, access to paid time off, resources and support to make a genuine impact and contribute to sustainable growth.
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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. Being a Great Place to Work is core to how we drive Responsible Growth — this includes our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance while allowing flexibility based on role‑specific considerations. Build a successful career with opportunities to learn, grow, and make an impact. Join us! This job 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. Provide product knowledge to deliver the best possible solution to meet the client and prospect’s 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 (YoY) 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 At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally—across all segments and industries. We are looking for highly motivated, self‑starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply‑chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with the ability to see what’s next in treasury management. The future of treasury management is here at Bank of America, powered by people, driven by technology. The Treasury Sales Officer (TSO) Role
Responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients Partners with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives Focuses on growth of new and under‑penetrated client relationships and expansion of existing relationships Accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery Maintains a strong client focus, treasury industry expertise, understanding of evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise, and a broad understanding of bank structure and the operational aspects of global cash management products and services Possesses strong communication and interpersonal skills, ability to influence, lead and mobilize business partners, and appropriate financial acumen Motivated to maintain a consistent level of goal achievement and willing to challenge themselves 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 and are enthusiastic about the work we are doing for our clients and in our 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 Seeking strong communicators who value giving and receiving feedback, easily build relationships, and are quick‑thinking, flexible, and always learning and sharing knowledge Excellent verbal/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/financial acumen Proven ability to foster strong partnerships within the core team and build trust and market‑differentiating relationships with clients Strong time management and prioritization skills Ability to effectively manage 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 supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast‑paced environment Strong executive presence both 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 and Work Hours
1st shift (United States of America) 40 hours per week Pay and Benefits
Location: US – NY – New York – ONE BRYANT PARK – BANK OF AMERICA TOWER (NY1100) Annualized salary range: $105,000.00 – $145,000.00, offers determined based on experience, education, and skill set. Eligible for annual discretionary plan based on performance. Benefits: Industry‑leading benefits, access to paid time off, resources and support to make a genuine impact and contribute to sustainable growth.
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