Treasury Sales Officer I - Global Payment Solutions - Business Banking

Bank of America•San Antonio, TX

About The Position

The Treasury Sales Officer delivers integrated treasury solutions to U.S. and global clients and prospects. The role manages and pursues treasury revenue and product penetration across an assigned Business Banking portfolio, generally serving entities with corporate revenue of $20 million to $50 million, and may also pursue prospects outside the portfolio. The officer partners with client-facing teammates and product specialists to provide treasury solutions tailored to client needs. The position is accountable for revenue and product growth, profitability, client planning and calling, portfolio development, pricing, proposal responses, and client-facing presentations. It develops client relationships by identifying needs and recommending solutions using client-focused cost-benefit analysis and bank-focused profitability analysis. The officer leads pricing and negotiation discussions, promotes digital and real-time payment adoption, and works with servicing and implementation teams to support clients. The role also coaches and mentors Treasury Analysts.

Requirements

At least 3 years of Treasury Sales Officer experience.
Ability to travel up to 20% of the time in a normal environment.
Successful track record in treasury management sales.
Broad and deep familiarity with global treasury management products, services, and trends.
Business development and relationship management skills, including experience with complex clients.
Excellent verbal and written communication and presentation skills.
Negotiation and active listening skills, with strong executive presence.
Critical thinking, strategic thinking, and problem-resolution skills.
Strong business and financial acumen.
Ability to navigate 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 manner while maintaining a high level of client satisfaction.
Ability to work both independently and collaboratively in a fast-paced environment.
Minimum education requirement: 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 (CTP) certification or equivalent.
MBA or equivalent.
International banking experience.
Collaborative, motivated team player who values hard work and shared success.
Highly engaged and passionate teammate whose intentions align with serving clients and communities.
Innovative and curious approach, with willingness to embrace change and challenge the status quo.
Confident, agile communicator who values feedback, builds relationships, acts decisively, and continues learning.

Responsibilities

Manage and actively pursue treasury revenue streams and product penetration across an assigned Business Banking portfolio, and pursue prospect opportunities where applicable.
Partner with client managers, analysts, credit officers, product specialists, and other enterprise teammates to develop and deliver U.S. and, when needed, international treasury solutions.
Promote adoption of mobile, digital, and real-time payment solutions.
Lead strategic client dialogues using best practices, peer benchmarking, industry data, and solution positioning.
Drive revenue and product growth, profitability, client planning and calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Identify and evaluate treasury solutions through client-focused cost-benefit analysis and bank-focused profitability analysis.
Develop new client relationships and deepen existing relationships by identifying client needs.
Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year growth.
Prepare responses to RFPs and RFIs and lead client-facing treasury presentations.
Coach and mentor Treasury Analysts and coordinate 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.