Bank of America Corporation

Treasury Product Sales Mgr II

Bank of America Corporation$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in a similar role focusing on client engagement and account management
  • Strong relationship-building skills with senior business and IT personnel
  • Proficient in technical consulting, particularly with C-level executives
  • Effective communication skills in written, oral, and presentation forms
  • Strong planning and prioritization abilities
  • Proficient in Microsoft Office Suite and quick to learn sales applications

Responsibilities

  • Lead a team of product experts to enhance client engagements
  • Drive strategic client management and deepen merchant solutions
  • Conduct client business reviews and advise on program optimization
  • Collaborate with sales and implementation teams during client transitions
  • Identify and integrate new products and services into client offerings
  • Direct management of client escalations and resolution processes
  • Act as a bank representative in key industry discussions

Benefits

  • Opportunity to work with complex merchant clients
  • Professional development and coaching opportunities
  • Collaborative work environment across multiple teams
  • Travel as necessary to engage with clients
  • Exposure to strategic initiatives in the payments industry
Full Job Description
Job Description:

This job is responsible for leading product experts supporting client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include serving as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

Responsible for strategic client management, mining and deepening merchant solutions for existing relationships and for driving SPR and client satisfaction
  • Contract and pricing renewals
  • Identify and advise clients on program/platform optimization, Interchange management and minimize total cost of acceptance
  • Prepares and conducts client business reviews
  • Partner closely with Merchant Sales New Business and Implementation during transition of client following implementation.
  • Facilitate the addition of new locations/products/services.
  • Deep understanding of a client's commerce ecosystem and the ability to consult on ways to integrate BofA product solutions
  • Card brand compliance management
  • Work across a matrixed coverage organization to achieve objectives - including working closely with banker and TSO to uncover and advance opportunities
  • Provide strategic guidance to help clients stay ahead of merchant trends and be committed to delivering the solutions that make commerce easier Directs the management of escalations to the appropriate teams across the Merchant organization to ensure resolution.
  • Assists manager in identifying training opportunities
  • Coaching and mentoring for new team members
  • Identify improvement opportunities and lead cross-team improvement initiatives
  • Provide coverage for manager as needed
  • Portfolio may include most complex merchant clients
  • Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support
  • Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise
  • Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle
  • Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams
  • Identifies and develops responses to emerging product trends, competitive strategies, and market gaps
  • Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies
  • Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions


Required Qualifications:
  • Minimum 5 years of experience in a similar role
  • Ability to travel up to 20%
  • Ability to cultivate and strengthen client relationships with senior business and IT staff member
  • Ability to technically consult with C-level executives within client environment
  • Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.
  • Demonstrated effective communication skills, including written, oral and presentation skills.
  • Effective planning, prioritization and time management acumen.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook, OneNote
  • Ability to quickly learn various sales applications


Desired Qualifications:
  • Healthcare industry experience a plus
  • Demonstrated experience working with 3rd party VAR's / Integrators and payment gateways
  • Understanding of payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions


Skills:
  • Business Development
  • Customer and Client Focus
  • Leadership Development
  • Strategy Planning and Development
  • Business Acumen
  • Change Management
  • Client Experience Branding
  • Client Solutions Advisory
  • Inclusive Leadership
  • Account Management
  • Adaptability
  • Presentation Skills
  • Talent Development


Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ

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