Treasury Sales Manager III - Healthcare Not For Profit - Higher Education

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for leading a team of Treasury Sales Officers (TSOs), Treasury Sales Client Officers, Treasury Sales Associates, and Analysts. Key responsibilities include coordinating and directing treasury management sales activities to include new treasury management capabilities in the team's business, expanding existing business relationships, and servicing clients.

• Engage with complex Not-For-Profit Healthcare, Private Higher Education and Not-For-Profit companies as their working capital, financial technology and operational advisor.
• Articulate and understand the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues.
• Be able to engage in strategic conversation with C suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Manages the execution of revenue and balance sheet growth, profitability improvement, effective client calling and planning, portfolio development, pricing strategy, proposal responses, and presentations
• Consults and strategizes across Sales, Client Services and Fulfillment, Operations, Risk, Legal and Compliance, and Marketing to drive client-based solutions and coordinate complex proposals and client presentations with the Treasury Sales Officer
• Drives the Treasury Solutions presentations during a relationship review, as well as risk assessment associated with potential client-based solutions
• Provides strategic guidance and influence in annual Client Planning conversations based on core relationships and top-prospective clients
• Maintains client relationships and identifies business opportunities through effective interaction with internal business partners and effectively cross selling other products and the bank's global capabilities
• Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events
• Promotes team leadership through presenting a strategy for the team, coaching, and leading through example, while encouraging teamwork, communication, and collaboration

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

• 10+ years of Treasury Management/client facing experience
• Intellectually curious and motivated to continuously improve processes
• Sales and client relationship experience
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills
• Excellent critical/strategic thinking and problem resolution skills
• Successfully demonstrates creative thinking while adhering to guidelines
• Strong business/financial acumen
• Demonstrates the ability to foster strong partnerships within the market leadership team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client and employee satisfaction
• Successfully maneuvers throughout the enterprise
• Proactively engages all internal partners for sales opportunities
• Effectively manages risk while balancing the needs of the client, the team, and the bank

• For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
• Prior Treasury Sales experience, 7+ years banking experience in a plus
• Prior Card solution experience a plus
• Certified Healthcare Financial Professional "CHFP"
• MBA and CTP preferred
• BS or BA in finance, accounting, management or other undergraduate degree
• International Cash Management experience
• Trade & Supply Chain Finance experience

• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Sales Strategy
• Coaching
• Financial Management
• Hiring and Onboarding
• Relationship Building
• Strategic Thinking
• Business Acumen
• Collaboration
• Critical Thinking
• Performance Management
• Recruiting