Treasury Sales Client Officer (TSCO) - Large Corporate Sales

Bank of America•New York, NY
•$107,000 - $133,500•Onsite

About The Position

At Bank of America, the Treasury Sales Client Officer (TSCO) manages and aggressively grows treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in the Large Corporate sectors. The TSCO partners with Corporate Bankers and specialists across liquidity, investment, payments, receivables, foreign exchange, card, trade, and service teams to develop customized working capital and treasury solutions that meet client objectives. The role owns portfolio revenue growth, client planning and calling, portfolio development, pricing strategy, and proposal and presentation development and delivery. It maintains an intense client focus and partnership, primarily through virtual interactions, and provides treasury expertise, thought leadership, and knowledge of bank structure and the operational aspects of global cash management products and services. The TSCO also develops product knowledge, stays current on evolving solutions and market trends, brings client feedback to product partners and the enterprise, builds strong partner relationships, shares best practices, and owns ad hoc projects. This position is based at Bank of America Tower, One Bryant Park, New York, NY. It is a first-shift role with a 40-hour workweek and requires at least 2% travel. The stated annual salary range is $107,000 to $133,500, depending on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

Requirements

  • At least 3 years of experience in a comparable role, such as TSA or TSO.
  • Ability to travel at least 2% of the time; most client calling will be virtual.
  • Proven business development and relationship management skills with corporate clients.
  • Excellent verbal and written communication and presentation skills.
  • Proven negotiation and active listening skills, with strong executive presence.
  • Ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
  • Ability to manage competing priorities in an organized fashion while maintaining consistent client satisfaction.
  • Successful history of direct treasury management sales with US domestic and global solutions, including liquidity strategies, foreign exchange, and trade.
  • Broad and deep familiarity with global treasury management products, services, and trends.
  • Strong interpersonal skills and appropriate financial acumen.

Nice To Haves

  • Bachelor of Science or Bachelor of Arts in finance, accounting, management, or another undergraduate degree.
  • Motivation to continuously improve processes and personal education.
  • Ability to lead small groups and delegate tasks effectively.
  • Desire to mentor and sponsor other associates.
  • Certified Treasury Professional certification or equivalent.
  • Multilingual skills.
  • Experience covering global corporations in a comparable role.

Responsibilities

  • Manage and grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in Large Corporate sectors.
  • Develop and manage relationships with Global and US Domestic Large Corporate clients across industry verticals.
  • Partner with Corporate Bankers and enterprise specialists to present customized working capital and treasury solutions.
  • Own client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
  • Build client partnerships and provide treasury expertise, thought leadership, and knowledge of global cash management products and services.
  • Identify opportunities to improve client efficiency and deliver client feedback to product partners and across the enterprise.
  • Broaden product knowledge and stay current with evolving solutions, business partner and market trends, and industry updates.
  • Develop working relationships with partners and share ideas and best practices within the GPS Sales team.
  • Own ad hoc projects.

Benefits

  • Industry-leading benefits
  • Paid time off
  • Access to resources and support for employees
  • Eligibility for an annual discretionary incentive award
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