Treasury Sales Client Officer II - Global Payment Solutions - Tech Industry Vertical (HTSRA)

Bank of America•Philadelphia, NY

8d•Onsite

About The Position

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

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
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

Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio within the HTSRA Tech Industry vertical for the North East.
Pursuing 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.
Positioning US, and sometimes International treasury, solutions that best suit the clients’ needs.
Leading pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
Acting 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 participating 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.
Identifying and evaluating treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
Leading all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
Maintaining a strong client focus while also understanding the operational aspects of the bank.
Maintaining 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.
Managing and leading strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintaining a consistent level of goal achievement and being willing to challenge themselves with performance metrics.