Bank of America

Treasury Sales Officer I – Healthcare, Not For Profit, Higher Education

Bank of America

full-time

Posted on:

Location Type: Office

Location: Denver • Colorado • United States

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Salary

💰 $105,000 - $145,000 per year

About the role

  • This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
  • Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges
  • The TSO is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios.
  • The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
  • Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
  • Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
  • Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).

Requirements

  • 3 years of Treasury Sales Officer Experience
  • Ability to Travel between up to 25% 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 a 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
  • Discretionary incentive eligible
  • This role is eligible to participate in the annual discretionary plan.
  • Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
  • This role is currently benefits eligible.
  • 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 Sales Officer ExperienceTreasury management salesGlobal treasury management productsBusiness developmentRelationship managementFinancial acumenProblem resolutionStrategic thinkingNegotiationActive listening
Soft Skills
Verbal communicationWritten communicationPresentation skillsExecutive presenceCritical thinkingOrganizational skillsClient satisfactionTeam collaborationPartnership buildingCompeting priorities management