Bank of America

Treasury Sales Client Officer II – Business Banking

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Massachusetts • New York • United States

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Salary

💰 $107,000 - $131,300 per year

About the role

  • This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations.
  • Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
  • 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.

Requirements

  • 5 years of prior treasury sales experience
  • Ability to travel up to 5%
  • 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
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 sales experiencefinancial acumendata analysisglobal cash management productsrisk managementstrategic planningmarketing planscommunication planspricing managementprofitability analysis
Soft Skills
verbal communicationwritten communicationpresentation skillsorganizational skillsprioritizationrelationship managementinfluencing skillscuriositycouragebusiness partnering