Treasury Sales Client Officer II - Middle Market

Bank of America • Fresno, CA

17h • 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 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 Description: 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 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

• 5 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
• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications
• Bachelor’s Degree or Equivalent Work Experience

Nice To Haves

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Responsibilities

• managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion
• developing effective marketing and communication plans
• ensuring bank product offerings and service support meets client expectations
• 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
• completing portfolio business reviews with a focus on revenue realization
• managing day to day relationships with clients
• retaining and growing existing revenue
• seeking opportunities to deepen solutions per relationship
• manage pricing & profitability
• direct phone/web-based client calling
• coordinating regular relationship review meetings with the client team
• looking at any process inefficiencies, improvements and industry initiatives that would benefit the client
• maintaining a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• driving revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• developing data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• participating 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
• building relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
• ensuring 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
• maintaining 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
• identifying cross-sell opportunities through account analysis & regular client interaction
• managing client escalations and keep internal team informed
• protecting and growing revenue

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees