Bank of America

Treasury Sales Officer I – Business Banking

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Roseville • California • United States

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Salary

💰 $105,000 - $145,000 per year

About the role

  • Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
  • Provide product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
  • Act as digital ambassador driving mobile, digital and real time payments adoption
  • Manage and lead strategic dialogues around key client centric issues
  • Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses and leading client-facing treasury presentations
  • Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
  • Maintain a strong client focus while understanding the operational aspects of the bank.
  • Drive and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal responses
  • Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
  • Partner with bankers and product specialists to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis

Requirements

  • 3 years of Treasury Sales Officer Experience
  • Ability to Travel between up to 30% of time in normal environment
  • Successful track record in treasury management sales.
  • Broad and deep familiarity with global treasury management products, services and trends
  • Proven business development and relationship management skills with complex clients.
  • Excellent verbal and written communication and presentation skills.
  • Proven negotiation and active listening skills.
  • Strong executive presence.
  • Adept at critical and strategic thinking and problem resolution.
  • Strong business/financial acumen.
  • Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
  • Demonstrates the ability to foster strong partnerships within the core team.
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
  • Effectively manages risk while balancing the needs of the client, the team, and the bank.
Benefits
  • 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 managementcost/benefit analysisprofitability analysisclient-focused solutionsrevenue growthpricing strategyproposal responsesportfolio developmentdigital paymentsreal time payments
Soft Skills
business developmentrelationship managementcommunication skillsnegotiation skillsactive listeningstrategic thinkingproblem resolutionexecutive presenceorganizational skillsclient satisfaction