Treasury Sales Client Officer II - Global Payment Solutions - Aerospace and Defense

Bank of America • Baltimore, MD

7d • $107,000 - $133,500 • Onsite

About The Position

This Treasury Sales Client Officer (TSCO) job is responsible for deepening and growing a portfolio of Commercial Banking Middle Market and Aerospace and Defense treasury clients in the Mid-Atlantic. Job expectations include building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.

Positions solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.

Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.

Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.

Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.

Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.

Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.

Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Requirements

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Nice To Haves

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one’s own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

Responsibilities

• Deepen and grow a portfolio of Commercial Banking Middle Market and Aerospace and Defense treasury clients.
• Build partnerships with business partners and key client decision makers.
• Complete portfolio business reviews with a focus on revenue realization.
• Pursue client prospect opportunities outside of the portfolio working closely with partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others.
• Position solutions that best suit the clients’ needs.
• Have daily virtual interactions with client contacts.
• Lead pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Act as a digital ambassador driving mobile, digital and real time payments adoption.
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions, managing the process from start to finish ensuring a smooth experience for the client and speed to revenue.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• Maintain a strong client focus while also understanding the operational aspects of the bank.
• Maintain an open line of communication with core team members such as the Relationship Managers.
• Motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Eligible for annual discretionary award based on individual performance, line of business performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level