Treasury Sales Client Officer II - Global Payment Solutions rivate Bank

Bank of America•Dallas, TX

3d•Hybrid

About The Position

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners. In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect 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 within the Private Bank GPS Division. 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. Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world’s most well recognized Private Bank Clients. 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 In partnership with Private Bank, 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

3 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
Passionate curiosity, courage, knowledge of bank network and effective business partnering

Nice To Haves

Knowledge of Private Bank and Ultra High Net Worth client base
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
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

Responsibilities

Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
Partnering closely with client-facing teammates to consult on sales opportunities
Providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
Managing day to day relationships with clients
Retaining and growing existing revenue
Seeking opportunities to deepen solutions per relationship
Managing pricing & profitability
Direct phone/web-based client calling within the Private Bank GPS Division
Working regularly with partners on fulfillment requests
Coordinating regular relationship review meetings with the client team
Looking at any process inefficiencies, improvements and industry initiatives that would benefit the client
Serving as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset
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
Completing 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)
Ensuring all products and services are billed accordingly
Managing client escalations and keeping the internal team informed
Identifying cross-sell opportunities through account analysis & regular client interaction
Protecting and growing revenue