Treasury Sales Manager III – Healthcare, Not For Profit, Higher Education
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • Florida • Maryland • United States
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Salary
💰 $195,000 - $300,000 per year
About the role
- Engage with complex Not-For-Profit Healthcare, Private Higher Education and Not-For-Profit companies as their working capital, financial technology and operational 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 conversation with C suite executives and Revenue Cycle teams.
- Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
- Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
- Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
- Manages the execution of revenue and balance sheet growth, profitability improvement, effective client calling and planning, portfolio development, pricing strategy, proposal responses, and presentations.
- Consults and strategizes across Sales, Client Services and Fulfillment, Operations, Risk, Legal and Compliance, and Marketing to drive client-based solutions and coordinate complex proposals and client presentations with the Treasury Sales Officer.
- Drives the Treasury Solutions presentations during a relationship review, as well as risk assessment associated with potential client-based solutions.
- Provides strategic guidance and influence in annual Client Planning conversations based on core relationships and top-prospective clients.
- Maintains client relationships and identifies business opportunities through effective interaction with internal business partners and effectively cross selling other products and the bank’s global capabilities.
- Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events.
- Promotes team leadership through presenting a strategy for the team, coaching, and leading through example, while encouraging teamwork, communication, and collaboration.
Requirements
- 10+ years of Treasury Management/client facing experience
- Intellectually curious and motivated to continuously improve processes
- Sales and client relationship experience
- Excellent verbal/ written communication and presentation skills
- Proven negotiation and active listening skills
- Excellent critical/strategic thinking and problem resolution skills
- Strong business/financial acumen
- Demonstrates the ability to foster strong partnerships within the market leadership team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client and employee satisfaction
- Successfully maneuvers throughout the enterprise
- Proactively engages all internal partners for sales opportunities
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
Benefits
- 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 ManagementP2E strategiesdigital strategiesrevenue cycle solutionseCommercefinancial technologyportfolio developmentpricing strategyproposal responsesrisk assessment
Soft Skills
client relationship managementverbal communicationwritten communicationpresentation skillsnegotiation skillsactive listeningcritical thinkingstrategic thinkingproblem resolutionteam leadership