Treasury Sales Officer II - Global Payment Solutions - Middle Market Technology - HTSR

Bank of America•Boston, MA

1d•Onsite

About The Position

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. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges. The Transformative Middle Market Technology Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare 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 30% 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.
Bachelor’s Degree or Equivalent Work Experience

Nice To Haves

8 years of Treasury Sales Officer Experience
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
Intrinsic motivation for process improvement
Proven track record of prioritizing competing priorities and leading small groups while delegating tasks

Responsibilities

Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio.
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.
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 being willing to challenge 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.