Bank of America

Treasury Sales Client Officer

Bank of America

full-time

Posted on:

Location Type: Office

Location: Newport Beach • California • Washington • United States

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Salary

💰 $107,000 - $131,300 per year

About the role

  • Managing day to day relationships with clients
  • Retaining and growing existing revenue
  • Seeking opportunities to deepen solutions per relationship
  • Manage pricing & profitability
  • Direct phone/web-based client calling
  • Coordinating regular relationship review meetings with the client team
  • Looking at process inefficiencies, improvements and industry initiatives that would benefit the client
  • Manage the day to day treasury sales effort for the client relationship
  • Build trust with the client
  • Expand existing relationship through at least semi-annual calling
  • Maintain a strong working relationship with the client team
  • Identify cross-sell opportunities through account analysis & regular client interaction
  • Manage client escalations and keep internal team informed
  • Protect and grow revenue

Requirements

  • 5+ years of prior treasury sales experience
  • B.S/B.A Degree or equivalent work experience
  • Product and financial acumen
  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
  • Ability to read and leverage data to proactively identify trends and opportunities
  • Strong ability to organize, prioritize and balance multiple sales activities
  • A deep understanding of bank structure and the operational aspects of global cash management products and services
  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
  • Passionately curious, courageous, knowledge of bank network and effective business partnering
Benefits
  • Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors
  • 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
treasury salesfinancial acumendata analysisglobal cash management productsrisk management
Soft Skills
client relationship managementcommunicationpresentation skillsorganizational skillsprioritizationinfluencing
Certifications
B.S/B.A Degree