Treasury Sales Officer II

Bank of America • Miami, FL

1d • 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 do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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! Job Description: This job is responsible for the delivery of integrated treasury solutions to clients and prospects 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. At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. • Regional Treasury Sales Officer (RTSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Global Industrial (GIG) & Natural Resources Group clients across LatAm. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. •The RTSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships. •The RTSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery. •The RTSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services. •The RTSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen. •The RTSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Requirements

• 3-5 years of Treasury Management Sales experience
• Demonstrates direct and comprehensive treasury and cash management sales experience
• Applies expertise in global treasury management products, services and trends to effectively identify, evaluate and articulate solutions and concepts
• Maintains client satisfaction by balancing competing priorities
• Builds strong relationships and manages risks through effective collaboration with clients and teams
• Displays strong executive presence
• Demonstrates confidence in driving the agendas with Treasurers, Assistant Treasurers and Operations Leaders
• Demonstrates willingness to travel 50%-60% of the time
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills
• Proven business development and relationship management skills with a corporate client set.
• Excellent critical/strategic thinking and problem resolution skills
• Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
• Ability to demonstrate creative thinking while adhering to guidelines
• Strong business/financial acumen
• Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.
• Strong time management and prioritization skills
• Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment

Nice To Haves

• Bachelor’s degree or equivalent work experience
• Holds a Certified Treasury Professional certification or equivalent
• Experience selling treasury or cash management solutions to asset management, alternative asset managers (Private Capital) or broker dealer segments
• Effectively delegates tasks and leads smalls groups
• Seeks to continuously improve processes and one’s own education

Responsibilities

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level