Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- New York, United States
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- Minimum 3 years of experience in comparable role i.e. TSA or TSO role
- Education
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
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Role Summary
The Treasury Sales Client Officer manages and grows treasury revenue across a portfolio of global and US domestic large corporate clients. The role develops client relationships and presents customized working capital and treasury solutions, primarily through virtual client engagement.
What You'll Do
- Manage and grow treasury revenue and profitability across a portfolio of current and prospective large corporate clients.
- Partner with corporate bankers and product and service partners to present customized working capital and treasury solutions.
- Lead client planning and calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
- Provide treasury expertise and thought leadership, and identify opportunities to improve efficiency in global cash management.
- Maintain product knowledge, share client feedback with product partners and the enterprise, build partner relationships, and own ad hoc...
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Minimum 3 years of experience in a comparable TSA or TSO role; direct treasury management sales experience with US domestic and global solutions; broad and deep familiarity with global treasury management products, services and trends; proven business development and relationship management skills with corporate clients; strong communication, presentation, negotiation and active listening skills; ability to travel at least 2% of the time.
Required
- Ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
Preferred
- 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
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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
Required Qualifications:
- Minimum 3 years of experience in comparable role i.e. TSA or TSO role
- Ability to travel at least 2% of the time. Most calling will be virtual in nature.
- 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
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- 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
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:
40Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.