From Bank of America's posting. “We” and “our” refer to the employer.
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view.
Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
Job Description:
This Treasury Sales Client Officer (TSCO) job is responsible for deepening and growing a portfolio of Commercial Banking Middle Market and Aerospace and Defense treasury clients in the Mid-Atlantic. Job expectations include building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
Positions solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.
Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
Acts as a 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.
Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP 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.
Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
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. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Required Qualifications:
At least 3 years of demonstrated success in a treasury or cash management capacity.
Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Broad and deep familiarity with global treasury management products, services and trends
Desired Skills:
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.
A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
Intrinsically motivated to continuously improve processes and/or one’s own education
Exercises the desire to mentor and sponsor other associates
Ability and willingness to adopt new technology (i.e. AI, among others)
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
Prospecting
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Compensation
Pay Transparency details
US - MD - Baltimore - 100 International Dr - 100 International (MD9890), US - VA - Mclean - 8300 Greensboro Dr - Westpark (VA9200), US - VA - Richmond - 1111 E MAIN ST - BANK OF AMERICA CENTER (VA2300)
Pay and benefits information
Pay range
$107,000.00 - $133,500.00 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.
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