Treasury Sales Client Officer II (East)

Bank of America•McLean, NY

5d•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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Requirements

3 years of prior treasury sales experience
Product and financial acumen
Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and delivering results within established deadlines and budgets.
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

Nice To Haves

B.S. or B.A. in finance, accounting, management, or another undergraduate degree
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
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

Act as primary client interface for a portfolio of high revenue, complex Treasury clients, serving as a comprehensive project manager with a focus on accelerating revenue realization.
Lead, direct, influence, and coordinate the delivery of complex treasury, cash management, card, merchant, and deposit solutions, leveraging expertise and exercising discretion to resolve escalations.
Apply independent judgment in decision making, drive operational excellence, contribute to process improvement, and execute assigned projects with established rigor.
Deliver integrated treasury solutions to clients across the entirety of the project scope.
Partner closely with client-facing teammates to consult on sales opportunities and provide product expertise and consultation necessary to deliver the best possible solution to the client.
Maintain client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
Develop data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts.
Participate 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.
Ensure service and fulfillment 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.
Identify cross-sell opportunities through scope expansions driven by client interactions.
Consult with the client as their single point of contact through implementation and testing of multiple products while helping to bridge project plans across various payment solutions and fulfillment teams.
Facilitate internal and external client calls to work through implementation requests for successful completion.
Leverage key stakeholders to drive process improvement, operational excellence, and successful completion of the client’s project, including resolving escalations with product setup.
Troubleshoot, research, and respond to internal client team requests for resolutions and resolve complex escalations using sound judgment and decision making.
Follow project management disciplines to ensure projects remain on track to meet the client’s target delivery dates, while remaining engaged, accountable, and responsible for the success of the entire implementation from start to finish by documenting meeting discussions, project plans, and action items and distributes regularly to the client and core team.
Validate all services meet client expectations post-implementation, and ensure a smooth hand-off to Client Services at the conclusion of the implementation project.