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Merrill

Treasury Sales Officer II - Global Payments Solutions

San Diego, CA

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

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Job Description:

The Global Treasury Sales Officer (TSO) is responsible for managing, and aggressively growing, frontline treasury revenue streams across a portfolio of large public real estate entities. He or she teams up as needed with Client Managers, FX, Investment, Card, Trade/SCF, Liquidity Product partners and others across the enterprise to drive US and International Treasury Solutions for their assigned client base.

The role is accountable for revenue growth, client calling, portfolio development, pricing, responding to RFP/RFIs, build and execute client plans, call preparations and participate in overall treasury presentations as well as provide participation in industry forums.

To be successful in the role, TSO must maintain and build a strong client strategies and have an enterprise focus on outstanding opportunities and portfolio servicing activity. They must have excellent treasury sales skills, relationship management skills and extensive product knowledge. He or she must possess excellent organizational, interpersonal, financial acumen, communication and presentation skills.

Required Skills:

  • 5+ years Treasury Management Sales Experience.
  • Excellent communication (verbal and written) and presentation skills.
  • Excellent sales and negotiation skills.
  • Strong time management, organization and planning skills.
  • Functional understanding of Working Capital financial acumen and Digital initiatives.
  • Business Travel required.

Desired Skills:

  • Operating knowledge of real estate clients
  • Demonstrated ability to manage and grow complex client base
  • Demonstrated ability to generate new business from prospects and existing portfolio through Working Capital analysis and client relationship management

Minimum Education Requirement: Null

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): San Diego, CA, USA; Los Angeles, CA, USA; Lone Tree, CO, USA; Newport Beach, CA, USA
Job ID: Merrill-JR-24016638
Employment Type: Full Time