Treasury Sales Client Officer II

Bank of America•Philadelphia, PA

7d•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. The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Northeast region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works 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. Will position US, and sometimes International treasury, solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts. The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio. The TSCO will be 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. The TSCO will actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs. The TSCO will be responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue. The TSCO is 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. Additionally, the TSCO will 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. In order to be successful, a TSCO must maintain 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
Ability to Travel up to 5%
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

Certified Treasury Professional certification or equivalent
B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
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 of Business Banking clients in the Northeast region.
Pursuing client prospect opportunities outside of the portfolio.
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.
Driving mobile, digital and real time payments adoption.
Managing and leading 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.