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.
Reporting to the Head of Canada Global Payments Solutions the Treasury Sales Client Officer (TSCO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective fortune 500 global companies across the Large Corporate sectors. They will partner with Corporate 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 Large Corporate 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 corporate 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.
- Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
- Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
- Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
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
