
Treasury Sales Officer
Bank of America
full-time
Posted on:
Location Type: Office
Location: New York City • California • Florida • United States
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Salary
💰 $127,500 - $230,000 per year
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