Bank of America Corporation

Treasury Sales Client Officer

Bank of America Corporation • $100K — $120K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of treasury management sales experience in US and global markets.
  • Strong expertise in liquidity strategies, foreign exchange, and trade finance.
  • Demonstrable business development skills with Global Commercial Banking clients.
  • Excellent verbal and written communication skills for client engagement.
  • Bachelor's degree in finance, accounting, or related field preferred.
  • Strong negotiation and listening skills with a professional presence.
  • Proven ability to build relationships and manage priorities effectively.

Responsibilities

  • Grow treasury revenue for a portfolio of Global Commercial Banking clients in Canada.
  • Accountable for client revenue growth, planning, engagement, and pricing strategy.
  • Provide treasury expertise and identify efficiency opportunities through client partnerships.
  • Demonstrate interpersonal skills and financial acumen to enhance client relationships.
  • Maintain current knowledge of market trends and represent client needs within the organization.
  • Collaborate with internal partners and share best practices within the GPS Sales team.
  • Manage and deliver various ad hoc projects as needed.

Benefits

  • Commitment to professional development and opportunity at all levels.
  • Culture defined by meritocracy emphasizing performance and accountability.
  • Encouragement of continuous improvement and education.
  • Strong focus on teamwork and collaboration within the organization.
  • Emphasis on delivering value for clients, shareholders, and employees.
Full Job Description
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.

The Treasury Sales Client Officer (TSCO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective Global Commercial Banking clients. They will partner with Commercial Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade & Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

Responsibilities
  • Manage and grow treasury revenue across a portfolio of Global Commercial Banking clients operating in Canada, spanning multiple industry verticals.
  • Be accountable for revenue growth, client planning, client engagement, portfolio development, pricing strategy, and the development and delivery of proposals and presentations.
  • Maintain a strong client focus and partnership, primarily delivered through virtual engagement, while providing treasury expertise, thought leadership, and a broad understanding of the bank's structure and global cash management products and services to identify opportunities for efficiency.
  • Demonstrate strong interpersonal skills and sound financial acumen.
  • Proactively expand product knowledge and remain current on evolving solutions, market trends, and industry developments. Effectively represent the voice of the client to product partners and across the broader organization.
  • Build strong relationships with internal partners and collaborate effectively within the GPS Sales team, sharing ideas and best practices.
  • Manage and deliver ad hoc projects as required.


Qualifications
  • Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
  • Minimum 5 years of experience in comparable role
  • Proven business development and relationship management skills with a Global Commercial Banking client set
  • Excellent verbal/ written communication and presentation skills
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
  • Proven negotiation and active listening skills with strong executive presence
  • Ability to foster strong partnerships within the core 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 satisfaction
  • Ability to travel at least 5% of the time. Most calling will be virtual in nature.


Desired Qualifications
  • Intrinsically motivated to continuously improve processes and/or one's own education
  • Ability to lead small groups while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other Associates
  • Certified Treasury Professional certification or equivalent


Skills
  • 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


What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Shift:

Hours Per Week:
37.5

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
Finance & Insurance
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ
BAC
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Bank of America Corporation

More Finance & Insurance Jobs

Find similar Treasury Sales Client Officer jobs:

NationwideToronto, ON