Treasury Sales Officer
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: New York City • California • Florida • United States
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Salary
💰 $127,500 - $230,000 per year
About the role
- This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global.
- Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities.
- Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
- Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market.
- Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty.
- Prospect and identify new client opportunities with banks in the U.S.
- Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations.
- Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions.
- Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
- The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.
Requirements
- 10 years sales experience selling treasury solutions
- 5 years selling treasury solutions in the bank space
- Candidate must have a strong strategic sales ability, understanding industry challenges and requirements
- Strong relationship building skills
- Proven track record of sales success in the industry
- Able to manage long sales cycles
- Strong knowledge of USD Clearing product
- Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience
- Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC
- Excellent communications and presentation skills
- Strong analytical and problem solving skills
- Ability to both work independently and within teams.
Benefits
- This 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury solutionsstrategic salesUSD Clearing productsales successlong sales cyclesbank notestrade financecash managementtransactional FXliquidity solutions
Soft Skills
relationship buildingcommunication skillspresentation skillsanalytical skillsproblem solvingindependent workteam collaborationclient engagementstakeholder managementstrategic advice
Certifications
Bachelor's degree in FinanceBachelor's degree in Business AdministrationBachelor's degree in Economics