Bank of America

Treasury Sales Officer

Bank of America

full-time

Posted on:

Location Type: Office

Location: New York CityCaliforniaFloridaUnited States

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Salary

💰 $127,500 - $230,000 per year

Job Level

Tech Stack

About the role

  • Responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global
  • Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
  • Partnering closely with client-facing teammates to consult on sales opportunities
  • Providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs
  • Developing and maintaining strong relationships with key stakeholders within the client’s organization and driving loyalty
  • Prospecting and identifying new client opportunities with banks in the U.S
  • Actively engaging with clients to understand their business objectives and providing strategic advice to enhance their treasury operations
  • Engaging at every level of the target client organization to drive stakeholder buy-in to the Bank of America partnership and successfully cross-sell our solutions
  • Partnering closely with internal stakeholders including CBK/IBK bankers, product, client service, global markets, and wholesale credit to consult on sales opportunities and deliver the best possible solution to the client
  • 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
  • Navigating across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits

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
  • Bachelor's 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
  • Familiar with Salesforce & Tableau
  • Knowledge of traditional trade products (letters of credit/standby letters of credit)
  • Proficient in Microsoft office suite
Benefits
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to make a genuine impact and contribute to sustainable growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experiencestrategic sales abilityUSD Clearing product knowledgelong sales cycle managementtraditional trade products knowledgeanalytical skillsproblem solving skills
Soft Skills
relationship buildingcommunication skillspresentation skillsindependent workteam collaboration