Treasury Sales Client Officer II - Commercial Real Estate

Bank of America•Denver, CO

1d•$107,000 - $133,500•Onsite

About The Position

At Bank of America, the Treasury Sales Client Officer manages day-to-day client relationships, retaining and growing existing revenue, deepening solutions within each relationship, managing pricing and profitability, and conducting phone- and web-based client calls. The role works regularly with partners on fulfillment requests and coordinates relationship review meetings with the client team, identifying process inefficiencies, improvements, and relevant industry initiatives. The officer applies treasury industry and client subsector expertise, along with a broad understanding of the bank's structure, to support strategic and tactical client needs. The position develops data-driven insights and client presentations, participates in the Client Management Process, builds relationships with internal partners and client decision makers, and completes account and portfolio reviews. The officer also directs service and fulfillment requests to the appropriate teams, responds to requests in a timely manner, maintains client pricing and billing, manages escalations, identifies cross-sell opportunities, and protects and grows revenue. This is a first-shift role based in Denver, Colorado, with 40 hours per week. Bank of America describes an in-office culture with role-specific flexibility. The position is eligible for an annual discretionary incentive plan and benefits, including access to paid time off.

Requirements

Five years of prior treasury sales experience.
Product and financial acumen.
Ability to influence people internally and externally through strong verbal and written communication and presentation skills.
Ability to interpret and leverage 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, with the ability to identify, manage, and escalate risk responsibly.
Passionate curiosity, courage, knowledge of the bank network, and effective business partnering.
Bachelor’s degree or equivalent work experience.

Nice To Haves

Understanding of working capital flows for real estate private equity, real estate operating companies, real estate investment trusts, and real estate property managers.
B.S. or B.A. in finance, accounting, management, or another undergraduate degree.

Responsibilities

Manage day-to-day client relationships, retaining and growing existing revenue and identifying opportunities to deepen solutions.
Manage client pricing and profitability, including pricing changes and new services, and ensure products and services are billed accordingly.
Conduct direct phone- and web-based client calling.
Work with partners on fulfillment requests and coordinate regular relationship review meetings with the client team.
Identify process inefficiencies, potential improvements, and industry initiatives that could benefit clients.
Apply treasury industry expertise, client subsector expertise, and knowledge of the bank's structure.
Drive revenue and profitability growth by identifying opportunities and supporting clients' strategic and tactical needs in the region of coverage.
Develop data-driven insights and client presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts.
Participate in the Client Management Process to develop relationships and identify client needs, from new relationships to deepening existing ones.
Build relationships with internal business partners and key client decision makers, and complete account and portfolio business reviews.
Direct service and fulfillment requests and queries to the relevant teams, respond to client and partner requests in a timely manner, and keep stakeholders updated.
Manage client escalations and keep the internal team informed.
Identify cross-sell opportunities through account analysis and regular client interaction.
Protect and grow revenue.