Verified Job
Retail / Counter Sales
Treasury Sales Officer
Retail / Counter Sales
#578241
Remote / WFH
Job Description
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!
Job Description
Global Payment Solutions (GPS) provides integrated working capital management and treasury solutions to its clients around the world, including commercial and large corporations, multinationals, financial institutions and governments. GPS offers services that include treasury management, trade finance, foreign exchange, short term borrowings, liquidity management, card services and merchant services. Bank of America is the number-one treasury and trade provider in the US and a leading provider globally.
In order to be successful, a TSO must maintain 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 TSO must maintain an open line of communication with core team members such as the Relationship Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Responsibilities
Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products
Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.
Lead sales effort for various global transaction services solutions and products with existing and prospective clients
Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions
Actively manage revenue growth for portfolio of customers and ensure target and goals are met
Provide management with market intelligence and feedback for GTS related line of business
Be actively engaged in the industry within the local market
Required Skills
At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management
Bachelor’s degree in Business Administration, Finance, or a related field; MBA or CFA preferred
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
Augment local market presence with prospecting and networking activities
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
Behavioral Qualifications
Authentic and Passionate: Seeking highly engaged teammates 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 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 communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
Desired Skills
International Cash Management and Trade & Supply Chain Finance experience
Strong understanding of working capital metrics and the cash conversion cycle
Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space
Intrinsically motivated to continuously improve processes and/or one’s own education
Exercises the desire to mentor and sponsor other teammates
Certified Treasury Professional certification or equivalent
What Bank of America Offers
Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.
Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.
Bank of America is an Equal Opportunity Employer.
Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.
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!
Job Description
Global Payment Solutions (GPS) provides integrated working capital management and treasury solutions to its clients around the world, including commercial and large corporations, multinationals, financial institutions and governments. GPS offers services that include treasury management, trade finance, foreign exchange, short term borrowings, liquidity management, card services and merchant services. Bank of America is the number-one treasury and trade provider in the US and a leading provider globally.
In order to be successful, a TSO must maintain 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 TSO must maintain an open line of communication with core team members such as the Relationship Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Responsibilities
Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products
Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.
Lead sales effort for various global transaction services solutions and products with existing and prospective clients
Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions
Actively manage revenue growth for portfolio of customers and ensure target and goals are met
Provide management with market intelligence and feedback for GTS related line of business
Be actively engaged in the industry within the local market
Required Skills
At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management
Bachelor’s degree in Business Administration, Finance, or a related field; MBA or CFA preferred
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
Augment local market presence with prospecting and networking activities
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
Behavioral Qualifications
Authentic and Passionate: Seeking highly engaged teammates 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 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 communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
Desired Skills
International Cash Management and Trade & Supply Chain Finance experience
Strong understanding of working capital metrics and the cash conversion cycle
Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space
Intrinsically motivated to continuously improve processes and/or one’s own education
Exercises the desire to mentor and sponsor other teammates
Certified Treasury Professional certification or equivalent
What Bank of America Offers
Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.
Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.
Bank of America is an Equal Opportunity Employer.
Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.
