Treasury Sales Officer II - Not for Profit Healthcare & Higher Education

Bank of America•Portland, OR

2d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We are dedicated to turning technology advances into treasury solutions for our clients globally. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. The Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Not For Profit Healthcare and Higher Education companies. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.

Requirements

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 40% of time in normal environment
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 a 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.

Nice To Haves

For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
5+ years banking experience
Prior Card solution experience a plus
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent

Responsibilities

Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios.
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.
Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
Articulating and understanding the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – engaging in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participating and leading speaking engagements associated with key industry organizations - HFMA, NACUBO, etc.
Proactively creating impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
Advising clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
Engaging with driven and experienced client teams to keep momentum going with existing clients and prospects.
Driving expansion of Solutions Per Relationship (SPR).
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.
Managing and leading strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintaining a consistent level of goal achievement and challenging themselves with performance metrics.
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.
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.