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Treasury Sales Client Officer – Large Corporate Sales
Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury management, focusing on business development and relationship management with Fortune 500 clients. Proficient in delivering customized treasury solutions and maintaining knowledge of global cash management products and market trends.
Highest-signal resume keywords
Treasury Management Sales ExperienceBusiness Development SkillsRelationship Management SkillsCertified Treasury ProfessionalGlobal Treasury Management Products Familiarity
About the role
Key responsibilities & impact- Manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies
- Partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners
- Present customized working capital and treasury solutions aligned with client objectives
- Manage and grow treasury revenue across Global and US Domestic Large Corporate clients
- Own client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development and delivery
- Deliver treasury expertise, thought leadership, and understanding of global cash management products and services primarily virtually
- Identify opportunities for operational efficiency
- Maintain current knowledge of treasury solutions, business partner and market trends, and industry updates
- Deliver client feedback to product partners and across the enterprise
- Develop relationships with partners and share ideas and best practices within the GPS Sales team
- Own ad hoc projects
Requirements
What you’ll need- Minimum 3 years of experience in comparable role, i.e. TSA or TSO role
- Ability to travel at least 2% of the time
- Proven business development and relationship management skills with a corporate client set
- Excellent verbal/written communication and presentation skills
- Proven negotiation and active listening skills with strong executive presence
- Ability to foster strong partnerships and build rapport with client contacts
- Ability to manage competing priorities while maintaining client satisfaction
- Successful history of direct treasury management sales experience with US domestic and global solutions
- Broad and deep familiarity with global treasury management products, services and trends
- B.S. or B.A. is preferred, not required
- Certified Treasury Professional certification or equivalent is desired
- Multi-lingual skills preferred
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Access to paid time off
- Resources and support to employees
- Annual discretionary incentive award based on individual, line of business/group, and company performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury SolutionsCash Management ProductsPortfolio DevelopmentPricing StrategyProposal DevelopmentOperational EfficiencyClient PlanningMarket Trends KnowledgeNegotiation SkillsPresentation Skills
Soft Skills
Verbal CommunicationWritten CommunicationActive ListeningExecutive PresenceRapport Building
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Fortune 500Corporate BankingLiquidity ManagementForeign ExchangeReceivables ManagementPayments SolutionsTrade ServicesClient SatisfactionAd Hoc ProjectsMulti-lingual Skills