Treasury Sales Client Officer II - Business Banking

Bank of America•Fort Worth, TX

4d•Onsite

About The Position

This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets our Business Banking client expectations. Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization. Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling. The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client. Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc. Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed Identifies cross-sell opportunities through account analysis & regular client interaction Manages client escalations and keep internal team informed Protects and grows revenue

Requirements

3 years of prior treasury sales experience
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering
High School Diploma / GED / Secondary School or equivalent

Nice To Haves

B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering

Responsibilities

Develops measurable strategic plans to foster expansion.
Develops effective marketing and communication plans.
Ensures bank product offerings and service support meets Business Banking client expectations.
Serves a lead role in the coordination of complex Request for Proposal processes with Treasury Sales teams.
Builds partnerships with business partners and key client decision makers.
Completes portfolio business reviews with a focus on revenue realization.
Manages day-to-day relationships with clients.
Retains and grows existing revenue.
Seeks opportunities to deepen solutions per relationship.
Manages pricing & profitability.
Conducts direct phone/web-based client calling.
Works regularly with partners on fulfillment requests.
Coordinates regular relationship review meetings with the client team.
Looks at process inefficiencies, improvements, and industry initiatives that would benefit the client.
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
Develops data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Builds relationships with internal business partners and key client decision makers.
Completes account/portfolio business reviews.
Ensures service and fulfillment related requests/queries are directed to the relevant teams accordingly.
Responds to all client and partner requests in a timely manner, and keeps stakeholders up-to-date on progress.
Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly.
Manages client escalations and keeps the internal team informed.
Identifies cross-sell opportunities through account analysis & regular client interaction.
Protects and grows revenue.