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Treasury Sales Officer I – Global Payment Solutions, Financial Institutions, Governments, Insurance & Specialty Finance
Bank of America. Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities .
About the role
Key responsibilities & impact- Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities
- Participate as product sales or industry expert in client calls
- Identify opportunities and influence solutions
- Drive collaboration among product, sales, and client relationship teams
- Deliver integrated treasury solutions to non-bank financial institution, insurance, and specialty finance clients and prospects
- Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio
- Partner with client-facing teammates to consult on sales opportunities
- Provide product knowledge and deliver solutions aligned with client and prospect needs
- Drive adoption of mobile, digital, and real-time payments as a digital ambassador
- Lead strategic dialogues using best practices, peer benchmarking, industry analytics, and solution positioning
- Manage revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
- Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
- Develop client relationships and deepen existing relationships by identifying client needs
- Partner with bankers and product specialists to develop customized treasury solutions
- Lead pricing and negotiation discussions to optimize relationship profitability and year-over-year growth
- Coach and mentor Treasury Analysts
- Work with Servicing and Implementation teams to support client needs and deliver solutions
Requirements
What you’ll need- 3 years of Treasury Sales Officer experience
- Ability to travel up to 40% of the time, including long days and some overnight travel
- 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 complex clients
- Excellent verbal and written communication and presentation skills
- Proven negotiation and active listening skills; strong executive presence
- Critical and strategic thinking and problem resolution skills
- Strong business and financial acumen
- Ability to maneuver through the enterprise, engage partners, and escalate as needed
- Ability to foster strong partnerships within the core team
- Ability to manage competing priorities while maintaining high client satisfaction
- Ability to work independently and as a close team member in a fast-paced environment
- Ability to effectively manage risk while balancing client, team, and bank needs
- Bachelor's degree or equivalent work experience
- Desired: experience with USD clearing, transactional FX, trade/trade finance, international cash management, and CTP certification or equivalent
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Paid time off
- Resources and support to make an impact and contribute to sustainable business and community growth
- Annual discretionary incentive plan eligibility based on individual, line-of-business, and company performance