Treasury Product Sales Mgr II

Bank of America•Charlotte, NC

12h•Onsite

About The Position

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for leading product experts supporting client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include serving as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges. Responsible for strategic client management, mining and deepening merchant solutions for existing relationships and for driving SPR and client satisfaction Contract and pricing renewals Identify and advise clients on program/platform optimization, Interchange management and minimize total cost of acceptance Prepares and conducts client business reviews Partner closely with Merchant Sales New Business and Implementation during transition of client following implementation. Facilitate the addition of new locations/products/services. Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate BofA product solutions Card brand compliance management Work across a matrixed coverage organization to achieve objectives - including working closely with banker and TSO to uncover and advance opportunities Provide strategic guidance to help clients stay ahead of merchant trends and be committed to delivering the solutions that make commerce easier Directs the management of escalations to the appropriate teams across the Merchant organization to ensure resolution. Assists manager in identifying training opportunities Coaching and mentoring for new team members Identify improvement opportunities and lead cross-team improvement initiatives Provide coverage for manager as needed Portfolio may include most complex merchant clients Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams Identifies and develops responses to emerging product trends, competitive strategies, and market gaps Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.

Requirements

Minimum 5 years of experience in a similar role
Ability to travel up to 20%
Ability to cultivate and strengthen client relationships with senior business and IT staff members
Ability to technically consult with C-level executives within client environment
Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.
Demonstrated effective communication skills, including written, oral and presentation skills.
Effective planning, prioritization and time management acumen.
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook, OneNote
Ability to quickly learn various sales applications

Nice To Haves

Healthcare industry experience a plus
Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways
Understanding of payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions

Responsibilities

Leading product experts supporting client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
Serving as the product sales or industry expert in client calls, identifying opportunities and influencing solutions.
Driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
Strategic client management, mining and deepening merchant solutions for existing relationships and for driving SPR and client satisfaction.
Managing contract and pricing renewals.
Identifying and advising clients on program/platform optimization, Interchange management and minimizing total cost of acceptance.
Preparing and conducting client business reviews.
Partnering closely with Merchant Sales New Business and Implementation during transition of client following implementation.
Facilitating the addition of new locations/products/services.
Consulting on ways to integrate BofA product solutions within a client’s commerce ecosystem.
Managing card brand compliance.
Working across a matrixed coverage organization to achieve objectives, including working closely with banker and TSO to uncover and advance opportunities.
Providing strategic guidance to help clients stay ahead of merchant trends and be committed to delivering solutions that make commerce easier.
Directing the management of escalations to the appropriate teams across the Merchant organization to ensure resolution.
Assisting manager in identifying training opportunities.
Coaching and mentoring for new team members.
Identifying improvement opportunities and leading cross-team improvement initiatives.
Providing coverage for manager as needed.
Managing client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support.
Serving as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise.
Assisting banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle.
Managing the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams.
Identifying and developing responses to emerging product trends, competitive strategies, and market gaps.
Developing and implementing programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies.
Acting as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.