Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

Bank of America•Chandler, AZ

10d

About The Position

The Treasury Sales Client Officer (TSCO) manages and actively pursues treasury revenue and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region, while also pursuing prospective clients outside the portfolio. The role positions U.S. and, at times, international treasury solutions suited to clients’ needs, with daily virtual interactions with client contacts. The TSCO partners with Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists, and other teams across the enterprise. The position is responsible for client acquisition and relationship deepening, treasury solution sales and implementation, portfolio growth, pricing, and client negotiations. It also requires strong client focus, awareness of bank operations and the treasury industry, and consistent achievement of performance goals.

Requirements

At least 3 years of demonstrated success in a treasury or cash management capacity.
Strong business and financial acumen to align with key performance indicators in clients’ treasury operations.
Ability to build strong partnerships within the core team and sincere rapport with client contacts.
Ability to manage competing priorities in an organized way while maintaining client satisfaction.
Broad and deep familiarity with global treasury management products, services, and trends.
Bachelor’s degree or equivalent work experience.

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 internal and external stakeholders through verbal and written communication and strong presentation skills.
Ability to interpret and use data to proactively identify trends and opportunities.
Strong ability to organize, prioritize, and balance multiple sales activities.
Deep understanding of bank structure and the operational aspects of global cash management products and services.
Understanding of and adherence to risk guidelines, including identifying, managing, and escalating risk.
Curiosity, courage, knowledge of the bank network, and effective business partnering.
Motivation to continuously improve processes and personal education.
Desire to mentor and sponsor other associates.
Ability and willingness to adopt new technology, including AI.

Responsibilities

Manage and actively pursue treasury revenue streams and product penetration across an assigned Business Banking client portfolio, and pursue prospective clients outside the portfolio.
Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year revenue growth.
Promote adoption of mobile, digital, and real-time payments and lead strategic client discussions using best practices, peer benchmarking, industry data, and solution positioning.
Participate in the Client Management Process, identifying client needs to support acquisition and deepen existing relationships.
Manage solution implementation from start to finish to provide a smooth client experience and accelerate revenue realization.
Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparation, and client-facing treasury presentations.
Identify and evaluate treasury solutions using client-focused cost-benefit analysis and bank-focused profitability analysis.
Maintain awareness of treasury products and services, bank operations, and industry developments.
Keep Relationship Managers and other core team members informed about client updates, treasury product information, and industry knowledge.
Maintain consistent goal achievement and performance against metrics.