Bank of America

Treasury Sales Officer II – Commercial Real Estate

Bank of America

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • North Carolina • United States

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Salary

💰 $127,500 - $230,000 per year

About the role

  • The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of real estate investment trusts and institutional commercial real estate companies across the United States.
  • The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
  • Act as digital ambassador driving mobile, digital and real-time payments adoption, manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
  • Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
  • This individual will also need to identify and evaluate treasury solutions based on a client-focused cost/benefit analysis and bank-focused profitability analysis.
  • Maintains a strong client focus while also understanding the operational aspects of the bank.
  • A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
  • Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
  • Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
  • Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client-facing treasury presentations.

Requirements

  • 5 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 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
  • 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 management salescost/benefit analysisprofitability analysisportfolio developmentpricing strategyproposal developmentpresentation developmentclient-focused solutionsdigital paymentsreal-time payments
Soft Skills
relationship managementcommunication skillsnegotiation skillsactive listeningstrategic thinkingproblem resolutionbusiness acumenexecutive presenceorganizational skillsclient satisfaction