Job Description

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Treasury Sales 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. TSO is an extension of the Private Bank client team working with the more complex Private Bank clients that are \xe2\x80\x9cindividual\xe2\x80\x9d in nature. Clients in focus typically include Family Office, Real Estate, Private Equity and Business Owners.

Responsible for coordinating and directing treasury management activities for Private Bank clients; including development of new treasury management business, expansion of existing business relationships and maintaining current client relationships.

Leads risk assessment associated with potential solutions.

Ensures that other client team members are informed of client needs

and of the solutions to meet those needs.

Leads pricing and negotiation of treasury products to optimize

relationship profitability.

Communicates non-cash management client needs to other key partners including product and support partners as appropriate

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Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities, as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

Responsibilities:

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
• Consults within the Client Management Process (CMP) that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues \xe2\x80\x94 leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
• Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure

Required Skills: "Must" have these skills to be minimally qualified.

Minimum 5+ years of Treasury/Cash Management Sales experience.

Excellent communication, presentation, interpersonal and organizational skills.

Inclusive and Inspiring: Seeking motivating team player who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

• Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

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

• Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge

• Bachelor\xe2\x80\x99s degree or equivalent work experience.

• Intellectually curious and motivated to continuously improve processes

• Sales and client relationship experience

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills

• Excellent critical/strategic thinking and problem resolution skills

• Successfully demonstrates creative thinking while adhering to guidelines

• Strong business/financial acumen

• 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

• Successfully maneuvers throughout the enterprise

• Proactively engages all internal partners for sales opportunities

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a close team member in a fast- paced environment

Desired Skills: Experience selling to Private Banking clients

Skills:

• Advisory Sales
• Consulting
• Presentation Skills
• Business Analytics
• Customer Focus
• Collaborating
• Design Thinking
• Problem Solving
• Relationship Building
• Treasury Product and Solutions
• Relationship Building
• Establishing Trust
• Teamwork
• Oral Communication
• Microsoft Office Suite

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America