Global Treasury Sales & Origination TSO
Bank of America, New York, NY, United States
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.
About the role Reporting to the head of US Treasury Sales Client Officers, you will be responsible for the delivery of integrated treasury solutions to prospective & existing global, large corporate (GCBK) clients. These include international Cash & Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance.
You will drive new client acquisition and generate new treasury revenue streams by expanding solution penetration across the portfolio. Partnering closely with stakeholders and client‑facing teammates you will identify and shape sales opportunities. This includes providing deep product expertise and relationship‑management experience to deliver the most effective solutions for client and prospect needs.
Responsibilities
Develop and execute strategies to expand existing relationships and acquire new clients both from outside the US and into the US, without a pre‑assigned portfolio to ensure the success of the bank’s International Deepening efforts.
Identify and pursue new business opportunities, leveraging industry trends, market analysis, and client insights to build client relationships.
Maintain a strong client focus, treasury industry expertise, understanding of evolving tech, innovation and CSR landscape, local market expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
Collaborate with cross‑functional teams, including Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange (FX) partners, and others to develop customized treasury solutions.
Build and maintain strong relationships with clients, internal stakeholders, and product partners across regions.
Accountable for new logo growth, growth of solutions per relationship, countries per relationship, revenue growth, pipeline tracking and management, client planning, client calling, portfolio development, presentations, proposals, and pitches to showcase treasury solutions.
Coordinate with global teams to ensure alignment and progress.
Partner with Commercialization teams to create client materials, including digital and written content, to promote treasury solutions and strengthen our global footprint.
Represent the bank at industry forums and client events to promote treasury solutions and build relationships.
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.
Participate actively in the Client Management Process (CMP), focusing on client relationship development from new client growth to deepening existing relationships through thoughtful identification of client needs.
Foster digital adoption by driving mobile, digital, and real‑time payments adoption and manage strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintain an in‑depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.
Required Qualifications
Ability to travel up to 70% of the time.
Demonstrated expertise in Global Payment Solutions (GPS), Corporate Banking (CBK), Foreign Exchange (FX), and Trade Finance, acquired through a minimum of 5 years in a global Treasury Sales role.
Inclusive and inspiring team player who values collaboration, celebrates shared success and actively seeks diverse thoughts and backgrounds.
Authentic and passionate teammate with enthusiasm for the work we do for clients and communities.
Innovative and curious, embraces change with a future‑forward mindset and challenges the status quo.
Confident and agile communicator who gives and receives feedback, builds relationships quickly, and is flexible and always learning.
Proven track record in successful MNC client relationship management and business development (origination and execution of financial service solutions), resulting in a sizeable business portfolio.
Demonstrated entrepreneurial mindset and results‑oriented approach.
Drives revenue across multiple product sets by leveraging the full Bank of America solution offering, using a proactive, solutions‑focused approach to deliver tailored, compelling recommendations to clients.
Thrives under time pressure to deliver results.
Strong understanding of Corporate Banking including credit, trade, cash management, risk management and global market products.
Operates effectively at both regional and local levels, collaborating with product and support partners across regions, and with global corporate client teams.
Knowledge of the North America market and global operating environments is an added advantage.
Self‑driven, confident, mature, with strong follow‑through and the ability to engage senior bank leaders, client decision‑makers and external stakeholders, including C‑suite executives.
Strong negotiation skills for working with banking partners, alliances and service providers.
Strong understanding of risk and credit.
Excellent analytical, sales, communication, presentation and organizational skills.
Familiarity with Bank systems, technology and interfaces will be beneficial.
Flexible working style – ability to multitask and lead change.
Experienced at navigating a large international organization and influencing key internal stakeholders.
Desired Qualifications
Bachelor’s degree preferred.
Demonstrated drive for career growth and progression, with a strong commitment to personal development.
Proven performance in a matrixed organization, with the ability to collaborate effectively across multiple stakeholder groups.
Intrinsic motivation to continuously improve processes, enhance efficiency and expand technical and industry knowledge.
Fluency in English and Japanese. Additional language skills beneficial.
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
Shift: 1st shift (United States of America)
Hours Per Week: 40
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About the role Reporting to the head of US Treasury Sales Client Officers, you will be responsible for the delivery of integrated treasury solutions to prospective & existing global, large corporate (GCBK) clients. These include international Cash & Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance.
You will drive new client acquisition and generate new treasury revenue streams by expanding solution penetration across the portfolio. Partnering closely with stakeholders and client‑facing teammates you will identify and shape sales opportunities. This includes providing deep product expertise and relationship‑management experience to deliver the most effective solutions for client and prospect needs.
Responsibilities
Develop and execute strategies to expand existing relationships and acquire new clients both from outside the US and into the US, without a pre‑assigned portfolio to ensure the success of the bank’s International Deepening efforts.
Identify and pursue new business opportunities, leveraging industry trends, market analysis, and client insights to build client relationships.
Maintain a strong client focus, treasury industry expertise, understanding of evolving tech, innovation and CSR landscape, local market expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
Collaborate with cross‑functional teams, including Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange (FX) partners, and others to develop customized treasury solutions.
Build and maintain strong relationships with clients, internal stakeholders, and product partners across regions.
Accountable for new logo growth, growth of solutions per relationship, countries per relationship, revenue growth, pipeline tracking and management, client planning, client calling, portfolio development, presentations, proposals, and pitches to showcase treasury solutions.
Coordinate with global teams to ensure alignment and progress.
Partner with Commercialization teams to create client materials, including digital and written content, to promote treasury solutions and strengthen our global footprint.
Represent the bank at industry forums and client events to promote treasury solutions and build relationships.
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.
Participate actively in the Client Management Process (CMP), focusing on client relationship development from new client growth to deepening existing relationships through thoughtful identification of client needs.
Foster digital adoption by driving mobile, digital, and real‑time payments adoption and manage strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintain an in‑depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.
Required Qualifications
Ability to travel up to 70% of the time.
Demonstrated expertise in Global Payment Solutions (GPS), Corporate Banking (CBK), Foreign Exchange (FX), and Trade Finance, acquired through a minimum of 5 years in a global Treasury Sales role.
Inclusive and inspiring team player who values collaboration, celebrates shared success and actively seeks diverse thoughts and backgrounds.
Authentic and passionate teammate with enthusiasm for the work we do for clients and communities.
Innovative and curious, embraces change with a future‑forward mindset and challenges the status quo.
Confident and agile communicator who gives and receives feedback, builds relationships quickly, and is flexible and always learning.
Proven track record in successful MNC client relationship management and business development (origination and execution of financial service solutions), resulting in a sizeable business portfolio.
Demonstrated entrepreneurial mindset and results‑oriented approach.
Drives revenue across multiple product sets by leveraging the full Bank of America solution offering, using a proactive, solutions‑focused approach to deliver tailored, compelling recommendations to clients.
Thrives under time pressure to deliver results.
Strong understanding of Corporate Banking including credit, trade, cash management, risk management and global market products.
Operates effectively at both regional and local levels, collaborating with product and support partners across regions, and with global corporate client teams.
Knowledge of the North America market and global operating environments is an added advantage.
Self‑driven, confident, mature, with strong follow‑through and the ability to engage senior bank leaders, client decision‑makers and external stakeholders, including C‑suite executives.
Strong negotiation skills for working with banking partners, alliances and service providers.
Strong understanding of risk and credit.
Excellent analytical, sales, communication, presentation and organizational skills.
Familiarity with Bank systems, technology and interfaces will be beneficial.
Flexible working style – ability to multitask and lead change.
Experienced at navigating a large international organization and influencing key internal stakeholders.
Desired Qualifications
Bachelor’s degree preferred.
Demonstrated drive for career growth and progression, with a strong commitment to personal development.
Proven performance in a matrixed organization, with the ability to collaborate effectively across multiple stakeholder groups.
Intrinsic motivation to continuously improve processes, enhance efficiency and expand technical and industry knowledge.
Fluency in English and Japanese. Additional language skills beneficial.
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
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr