Treasury Sales Officer II - Not for Profit Healthcare & Higher Education
Bank of America, Los Angeles, CA, United States
Job Summary
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.
Responsibilities
The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
Act as 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.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
Drive expansion of Solutions Per Relationship (SPR).
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.
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. 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.
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery.
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis.
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications
5 years of Treasury Sales Officer Experience
Ability to Travel between up to 40% of time in normal environment
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 a complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills. Strong executive presence.
Adept 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.
Able to effectively work 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
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
5+ years banking experience
Prior Card solution experience a plus
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
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 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, 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
1st shift (United States of America)
Hours Per Week
40
EEO & Diversity Statement
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
#J-18808-Ljbffr
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.
Responsibilities
The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
Act as 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.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
Drive expansion of Solutions Per Relationship (SPR).
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.
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. 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.
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery.
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis.
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications
5 years of Treasury Sales Officer Experience
Ability to Travel between up to 40% of time in normal environment
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 a complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills. Strong executive presence.
Adept 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.
Able to effectively work 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
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
5+ years banking experience
Prior Card solution experience a plus
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
MBA or Equivalent
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 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, 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
1st shift (United States of America)
Hours Per Week
40
EEO & Diversity Statement
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
#J-18808-Ljbffr