Treasury Sales Client Officer

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Job Responsibilities:

• The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex HENFP clients
• The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
• Drive client satisfaction by being responsive, supportive and efficient
• Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
• Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date
• Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed
• Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities
• Prepare account schematics when needed, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Daily email, WebEx and phone client communication

• At least 5 years of Treasury experience
• To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
• Excellent creativity with communication (verbal and written) and Webex / Zoom presentation skills. Needs to be professional and articulate presenting via video conference
• Aptitude for embracing innovation and demonstrating how digitization can be value add
• Strong partnering, time management, organizational and planning skills
• Experience navigating large matrixed banking environment
• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
• B.S. or B.A. in finance, accounting, management, another undergraduate degree or equivalent work experience
• Prior Treasury Sales experience, 5+ years banking experience, prior card solution experience, and Certified Treasury Professional is a plus

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications