Treasury Sales Officer III

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers that have a strong sense of ownership and the  ability to see what's next in treasury management. The future of treasury management is here at Bank of America.

• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate TMT clients.  He or she will partner with Corporate Bankers,  Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 

• The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships with a consultative selling approach and deep client engagement. This person will own the end-to-end GPS client strategy, including wallet capture, pricing discipline and market-fit strategy.

• The TSO will be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.

• The TSO is expected to serve as a trusted advisor to Treasurer and CFO level stakeholders. He or she will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   

• The TSO will possess the ability to influence and appropriately position complex, multi-product treasury solutions using strong communication and interpersonal skills, lead and mobilize business partners, and utilize appropriate financial acumen.

• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

• The TSO is expected to be a leader within the team with a proven record of mentorship of peers and juniors and the ability to influence across the organization.  

Responsibilities:

• Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations

• Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis

• Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

• Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

• Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning

• Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables

• Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events

Required Qualifications:

• Minimum of 10 years of relevant experience in banking, treasury and/or financial services

• Ability to Travel between up to 50% of time including long day and some overnight travel.

• Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships.

• Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments

• Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders.

• Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction.

• Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework.

• Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team.

• Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts.

• Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers.

Desired Qualifications:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

• Certified Treasury Professional Certification (CTP) or equivalent

• MBA or Equivalent

• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience

• Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success

• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities

• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

• Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Coaching

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Collaboration

• Critical Thinking

• Oral Communications

• Prioritization

• Prospecting

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Pay and benefits information

Pay range$250,000.00 - $305,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.