Treasury Sales Officer II - Global Payment Solutions - Private Bank
New York, New York
To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales-Officer-II---Global-Payment-Solutions---Private-Bank_26025689)
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales-Officer-II---Global-Payment-Solutions---Private-Bank_26025689)
Refer a friend
To proceed with your application, you must be at least 18 years of age.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales-Officer-II---Global-Payment-Solutions---Private-Bank_26025689)
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales-Officer-II---Global-Payment-Solutions---Private-Bank_26025689)
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:
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges
Responsibilities:
Delivers integrated Treasury solutions to Non-Bank Financial Institution Clients and prospects covered by the Private Bank.
Partners closely with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. The Private Bank team works with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.
Responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients' needs.
Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
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
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications:
5 years of Treasury Sales Officer Experience
Ability to Travel between up to20% of time in normal environment
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 a 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 escalate 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 satisfaction.
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
Effectively manages risk while balancing the needs of the client, the team, and the bank.
Desired Skills:
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
Private Bank Experience
Card Solutions Sales Experience
Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
Innovative and Curious: 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
Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
Prospecting
Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
