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Treasury Sales Officer I
Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury management sales, focusing on developing customized solutions for corporate clients while driving revenue growth and profitability. Possesses strong relationship management skills and the ability to leverage data analytics for client insights.
Highest-signal resume keywords
Treasury Management Sales ExperienceLiquidity StrategiesForeign ExchangeBusiness DevelopmentClient Relationship Management
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 in the Global Large Corporate Healthcare Group
- Partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade, and Service partners to present customized working capital and treasury solutions
- Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and client-facing treasury presentations
- Develop customized treasury solutions through client-focused cost and benefit analysis and bank-focused profitability analysis
- Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year growth
- Participate in the Client Management Process, developing new client relationships and deepening existing relationships through identification of client needs
- Drive mobile, digital, and real-time payments adoption and manage strategic dialogues around client-centric issues
- Leverage best practices, peer benchmarking, industry data analytics, and solution positioning
- Maintain in-depth client focus, treasury industry expertise, client subsector expertise, and broad understanding of bank structure
Requirements
What you’ll need- Minimum 5 years of direct treasury management sales experience with US domestic and global solutions, including liquidity strategies, foreign exchange, and trade
- Broad and deep familiarity with global treasury management products, services, and trends
- Ability to travel at least 50% of the time
- Proven business development and relationship management skills with a corporate client set
- Excellent verbal and written communication and presentation skills
- Proven negotiation and active listening skills with strong executive presence
- Ability to foster strong partnerships within the core team and build sincere rapport with client contacts
- Ability to manage competing priorities in an organized fashion while maintaining client satisfaction
- Desired: B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Ability to keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements
- Ability to coordinate across Product, Credit, Servicing, and coverage teams globally
- Comfortable reading and leveraging data analytics to deliver valuable client insights
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Annual discretionary incentive award based on individual, line of business/group, and company performance
- Paid time off
- Benefits eligibility
- Resources and support to make an impact and contribute to sustainable business and community growth
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 Solutions DevelopmentCost And Benefit AnalysisPricing StrategyProposal ResponsesClient-Facing PresentationsNegotiation SkillsData AnalyticsPortfolio DevelopmentRevenue Growth StrategiesHealthcare Trends Awareness
Soft Skills
Excellent Communication SkillsActive ListeningOrganizational SkillsPartnership BuildingExecutive Presence
Certifications & Qualifications
B.S. Or B.A. In FinanceB.S. Or B.A. In AccountingB.S. Or B.A. In Management
Industry Keywords
Global Treasury Management ProductsCorporate BankingFortune 500 CompaniesHealthcare SectorClient Management Process