Bank of America-posted 3 months ago
$127,500 - $230,000/Yr
Full-time
San Diego, CA

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. We are actively recruiting a highly-motivated treasury professional who is passionate about advising clients on their journey to be best-in-class. We help revolutionize banking for our clients so they can grow and prosper by identifying scalable efficiencies, positioning global technology, and transitioning from paper to digital.

  • Delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global.
  • Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio.
  • Partnering closely with client-facing teammates to consult on sales opportunities.
  • Providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
  • Focusing on growing new and existing relationships by identifying and cross selling global treasury solutions.
  • Leading, coaching, and developing Treasury Sales Analysts in day to day support of client deliverables.
  • Serving as a digital ambassador driving mobile, digital, and real time payments adoption.
  • Managing and leading strategic dialogues around key client centric issues by leveraging industry best practices, peer benchmarking, and industry data analytics.
  • Maintaining a strong client focus, treasury industry expertise, client subsector expertise, and a broad understanding of banking.
  • Bachelor’s degree or equivalent work experience.
  • 6+ years of experience in treasury sales.
  • Intellectually curious and motivated to continuously improve processes.
  • Sales and client relationship experience.
  • Excellent verbal/ written communication and presentation skills.
  • Proven negotiation and active listening skills.
  • Excellent critical/strategic thinking and problem resolution skills.
  • Successfully demonstrates creative thinking while adhering to guidelines.
  • Strong business/financial acumen.
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
  • Successfully maneuvers throughout the enterprise.
  • Proactively engages all internal partners for sales opportunities.
  • 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 close team member in a fast paced environment.
  • International Cash Management and/or Trade & Supply Chain Finance experience preferred.
  • Certified Treasury Professional certification or equivalent preferred.
  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support to employees.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service