Treasury Sales Client Officer
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California • Washington • United States
Visit company websiteExplore more
Salary
💰 $107,000 - $131,300 per year
About the role
- Manage day to day relationships with clients
- Retain and grow existing revenue
- Seek opportunities to deepen solutions per relationship
- Manage pricing & profitability
- Coordinate relationship review meetings with client team
- Identify cross-sell opportunities through account analysis and client interaction
- Manage client escalations and keep internal team informed
Requirements
- 5+ years of prior treasury sales experience
- B.S/B.A Degree or equivalent work experience
- Product and financial acumen
- Ability to interact and influence people with verbal and written communication
- Strong ability to organize and balance multiple sales activities
- Deep understanding of bank structure and cash management products and services
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Discretionary incentive eligibility
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury salescash management productsfinancial acumen
Soft Skills
verbal communicationwritten communicationorganizational skillsinfluencing skills
Certifications
B.S. DegreeB.A. Degree