Treasury Sales Officer I - Global Payment Solutions - Middle Market General Industries

Bank of America•Fresno, CA

5d•$108,000 - $160,000•Onsite

About The Position

This job is responsible for the delivery of integrated treasury solutions to General Industry clients and prospects in the Middle Market that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 Treasury Sales Officer Experience
Successful track record in treasury management sales.
Broad and deep familiarity with global treasury management products, services and trends.
Proven business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills.
Strong executive presence.
Adept at critical and strategic thinking and problem resolution.
Strong business/financial acumen.
Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
Demonstrates the ability to foster strong partnerships within the core team.
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment.
Effectively manages risk while balancing the needs of the client, the team, and the bank.
Bachelor’s Degree or Equivalent Work Experience

Nice To Haves

B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
International Banking Experience
Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
Innovative and Curious: Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.

Responsibilities

Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between $50 million - $2 billion.
Pursuing client prospect opportunities outside of the portfolio.
Working closely with partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suit the clients’ needs.
Acting as a digital ambassador 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.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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.
Maintaining a strong client focus while also understanding the operational aspects of the bank.
Driving and being accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Focusing on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
Maintaining a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
Ensuring responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client-facing treasury presentations.
Partnering with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
Leading pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
Coaching and mentoring Treasury Analysts and working with Servicing and Implementation teams to support client needs and deliver solutions.