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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 corporate clients. Proficient in delivering customized treasury solutions and maintaining strong client partnerships while managing competing priorities.
Highest-signal resume keywords
Treasury Management Sales ExperienceBusiness Development SkillsRelationship ManagementCertified Treasury ProfessionalGlobal Treasury Management Products
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 and 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 and industry verticals
- Lead client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development and delivery
- Maintain intense client focus and client partnerships, primarily delivered virtually
- Deliver treasury expertise, thought leadership, and understanding of global cash management products and services
- Identify opportunities for efficiency
- Maintain current knowledge of evolving solutions, business partner and market trends, and industry updates
- Deliver client feedback to product partners and across the enterprise
- Develop working 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 a comparable role, such as TSA or TSO
- 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. in finance, accounting, management, or another undergraduate degree preferred
- Certified Treasury Professional certification or equivalent
- Multi-lingual skills preferred
- Ability to lead small groups and delegate tasks
- Ability to mentor and sponsor other Associates
- Ability to continuously improve processes and personal education
- 1st shift availability in the United States of America
- Ability to work 40 hours per week
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 contribute to sustainable business and community growth
- 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 Revenue ManagementWorking Capital SolutionsClient Portfolio DevelopmentPricing StrategyProposal DevelopmentCash Management ProductsMarket Trends AnalysisEfficiency IdentificationClient Feedback DeliveryAd Hoc Project Management
Soft Skills
Excellent Communication SkillsNegotiation SkillsActive Listening SkillsPartnership BuildingMentoring Ability
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Fortune 500 CompaniesCorporate BankingLiquidity ManagementForeign ExchangeReceivables ManagementPayments SolutionsTrade ServicesClient SatisfactionVirtual Client EngagementIndustry Updates