Treasury Sales Officer III

Bank of America•San Francisco, CA

9h•Onsite

About The Position

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 that have a strong sense of ownership and the ability to see what's next in treasury management. The future of treasury management is here at Bank of America. The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate TMT clients. He or she will partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships with a consultative selling approach and deep client engagement. This person will own the end-to-end GPS client strategy, including wallet capture, pricing discipline and market-fit strategy. The TSO will be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery. The TSO is expected to serve as a trusted advisor to Treasurer and CFO level stakeholders. He or she will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services. The TSO will possess the ability to influence and appropriately position complex, multi-product treasury solutions using strong communication and interpersonal skills, lead and mobilize business partners, and utilize appropriate financial acumen. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves. The TSO is expected to be a leader within the team with a proven record of mentorship of peers and juniors and the ability to influence across the organization.

Requirements

Minimum of 10 years of relevant experience in banking, treasury and/or financial services
Ability to Travel between up to 50% of time including long day and some overnight travel.
Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships.
Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments
Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders.
Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction.
Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework.
Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team.
Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts.
Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers.

Nice To Haves

B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience

Responsibilities

Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
Collaborates 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
Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Influences 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 (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events