Treasury Sales Officer I - Global Payment Solutions - Business Banking

Bank of America•Austin, TX

8d•Onsite

About The Position

At Bank of America, the Treasury Sales Officer delivers integrated treasury solutions to US and global clients and prospects. The role manages and pursues treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenues between $20 million and $50 million, and may pursue prospects outside that portfolio. The officer partners with client-facing teammates and product specialists across the enterprise to provide solutions suited to clients’ needs. The role drives client relationship development, revenue and product growth, profitability, portfolio development, pricing strategy, client planning and calling initiatives, proposal and presentation development, and delivery. It leads strategic client discussions, pricing and negotiation conversations, and client-facing treasury presentations; responds to RFPs and RFIs; and evaluates solutions through client-focused cost-benefit analysis and bank-focused profitability analysis. The officer also promotes adoption of mobile, digital, and real-time payments, mentors Treasury Analysts, and collaborates with Servicing and Implementation teams to support client needs. The position requires treasury industry and product expertise, client focus, and an understanding of bank operations and global cash management products and services.

Requirements

At least 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.
Critical and strategic thinking and problem-resolution skills.
Strong business and financial acumen.
Ability to maneuver through the enterprise, engage partners, and escalate as needed.
Ability to foster strong partnerships within the core team.
Ability to manage competing priorities in an organized fashion while maintaining a high level of client satisfaction.
Ability to work both as an individual contributor and as a close team member in a fast-paced environment.
Ability to travel up to 20% of the time in a normal environment.
Bachelor’s degree or equivalent work experience.

Nice To Haves

B.S. or B.A. in finance, accounting, management, or another undergraduate discipline.
Certified Treasury Professional (CTP) certification or equivalent.
MBA or equivalent.
International banking experience.

Responsibilities

Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenues between $20 million and $50 million.
Pursue client prospect opportunities outside the assigned portfolio when applicable.
Partner with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and other enterprise partners to develop US and, when needed, international treasury solutions.
Promote adoption of mobile, digital, and real-time payment capabilities.
Lead strategic client dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning.
Drive revenue and product growth, profitability, client planning and calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Develop new client relationships and deepen existing relationships by identifying client needs.
Prepare and respond to RFPs and RFIs, prepare for client calls, and lead client-facing treasury presentations.
Evaluate treasury solutions using client-focused cost-benefit analysis and bank-focused profitability analysis.
Lead pricing and negotiation discussions with clients to optimize relationship profitability and year-over-year growth.
Coach and mentor Treasury Analysts.
Work with Servicing and Implementation teams to support client needs and deliver solutions.
Manage risk while balancing the needs of clients, the team, and the bank.