Treasury Sales Officer II - Business Banking
National Black MBA Association, Sacramento, CA, United States
Overview
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 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 This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high‑dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
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.
Responsibilities
The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.
Act 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.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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.
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.
Drive and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client‑facing treasury presentations.
Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client‑focused cost and benefit analysis and bank‑focused profitability analysis.
Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year‑over‑year (YoY) growth.
Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications
3 years of Treasury Sales Officer experience.
Ability to travel up to 30 % of the time.
Successful track record in treasury management sales; broad and deep familiarity with global treasury management products, services, and trends.
Proven business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills. Strong executive presence.
Advent at critical and strategic thinking and problem resolution.
Strong business/financial acumen.
Ability to successfully maneuver through the enterprise, engage partners, and elevate as needed.
Demonstrates the ability to foster strong partnerships within the core team.
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
Can work effectively as an individual contributor as well as a close team member in a fast‑paced environment.
Effectively manages risk while balancing the needs of the client, the team, and the bank.
Desired Skills
B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
Certified Treasury Professional Certification (CTP) or equivalent.
MBA or equivalent.
International banking 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 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
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.
Shift & Hours Shift: 1st shift (United States of America)
Hours per week: 40
Pay Transparency US - CA - Roseville: 2998 DOUGLAS BLVD (CA2945)
US - CA - Sacramento: 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117)
Pay range: $127,500.00 - $230,000.00 annualized salary, offers 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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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 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 This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high‑dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
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.
Responsibilities
The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.
Act 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.
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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.
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.
Drive and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client‑facing treasury presentations.
Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client‑focused cost and benefit analysis and bank‑focused profitability analysis.
Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year‑over‑year (YoY) growth.
Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications
3 years of Treasury Sales Officer experience.
Ability to travel up to 30 % of the time.
Successful track record in treasury management sales; broad and deep familiarity with global treasury management products, services, and trends.
Proven business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills. Strong executive presence.
Advent at critical and strategic thinking and problem resolution.
Strong business/financial acumen.
Ability to successfully maneuver through the enterprise, engage partners, and elevate as needed.
Demonstrates the ability to foster strong partnerships within the core team.
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
Can work effectively as an individual contributor as well as a close team member in a fast‑paced environment.
Effectively manages risk while balancing the needs of the client, the team, and the bank.
Desired Skills
B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
Certified Treasury Professional Certification (CTP) or equivalent.
MBA or equivalent.
International banking 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 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
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.
Shift & Hours Shift: 1st shift (United States of America)
Hours per week: 40
Pay Transparency US - CA - Roseville: 2998 DOUGLAS BLVD (CA2945)
US - CA - Sacramento: 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117)
Pay range: $127,500.00 - $230,000.00 annualized salary, offers 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.
#J-18808-Ljbffr