Bank of America

Treasury Sales Client Officer II – Commercial Real Estate

Bank of America

full-time

Posted on:

Location Type: Office

Location: Boston • Massachusetts • New York • United States

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Salary

💰 $107,000 - $131,300 per year

About the role

  • Treasury Sales Client Officers are responsible for managing day to day relationships with clients.
  • The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.
  • The TSCO will work regularly with partners on fulfillment requests.
  • The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
  • Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
  • Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
  • Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
  • Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
  • Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
  • Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
  • Identifies cross-sell opportunities through account analysis & regular client interaction
  • Manages client escalations and keeps internal team informed
  • Protects and grows revenue

Requirements

  • 5 years of prior treasury sales 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
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
Benefits
  • 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 salesfinancial acumendata analysisrisk managementglobal cash managementclient relationship managementpricing strategyaccount analysispresentation skillsdigitization of payments
Soft Skills
communicationinfluenceorganizationprioritizationcuriositycouragebusiness partneringclient focusproblem-solvingstakeholder management
Certifications
B.S. in financeB.A. in accountingB.A. in management