Overview

Treasury Sales Officer Jobs in Dallas, USA at Bank of America

Position: Treasury Sales Officer I

Job Description

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 the 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.

Responsibilities

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG (Global Industrials) clients. 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 TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO 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 TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Additional Responsibilities

  • Ensures 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 solutions 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.
  • Participates actively in 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.
  • 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.
  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

Required Qualifications

  • 3 years of Treasury Sales Experience.
  • Ability to travel up to 50% of time including long day and some overnight travel.
  • 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 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 elevate issues 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…

Title: Treasury Sales Officer

Company: Bank of America

Location: Dallas, USA

Category:

 

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