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Treasury Sales Client Officer II
mid · Corporate Finance
Job Description:
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 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.
Reporting to the Head of US Treasury Sales Client Officers (TSCO) the TSCO will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective fortune 500 global companies across the Large Corporate sectors. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade & Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives.
The TSCO will be responsible for managing and growing treasury revenue across their own portfolio of Global and US Domestic Large Corporate clients, across different Industry verticals. The TSCO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery. The TSCO will maintain an intense client focus & client partnership primarily delivered virtually (vs. in-person). TSCOs deliver treasury expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency. The TSCO will possess strong interpersonal skills and appropriate financial acumen.
Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise. Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team. Own ad hoc projects.
Responsibilities:
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
Required Qualifications:
Minimum 3 years of experience in comparable role i.e. TSA or TSO role
Ability to travel at least 5% of the time. Most calling will be virtual in nature.
Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
Proven business development and relationship management skills with a corporate client set
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills with strong executive presence
Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Desired Qualifications:
B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
Intrinsically motivated to continuously improve processes and/or one’s own education
Ability to lead small groups while effectively delegating tasks
Exercises the desire to mentor and sponsor other Associates
Certified Treasury Professional certification or equivalent
Multi-lingual skills preferred
Coverage of global corporations in a comparable role is advantageous
Skills:
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Client Solutions Advisory
Critical Thinking
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Coaching
Collaboration
Prioritization
Written Communications
Shift:
1st shift (United States of America)Hours Per Week:
40