FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Treasury Sales Client Officer II – Global Payment Solutions
Bank of AmericaTreasury Sales Client Officer responsible for delivering treasury solutions and managing client relationships within the Private Bank. Partnering with teams for product expertise and sales opportunities.
About the role
Key responsibilities & impact- Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients
- Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
- Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
- Partnering closely with client-facing teammates to consult on sales opportunities
- Providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
- Managing day to day relationships with clients
- Retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship
- Managing pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division
- Coordinating regular relationship review meetings with the client team
- Identifying cross-sell opportunities through account analysis & regular client interaction
- Protecting and growing revenue
Requirements
What you’ll need- 3 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
Comp & perks- health insurance
- retirement plans
- paid time off
- professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Global Cash Management ProductsRisk ManagementSales StrategyRevenue GrowthAccount Analysis
Soft Skills
Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsInterpersonal Skills