Bank of America Corporation

Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

Bank of America Corporation • $80K — $95K *
Chandler, AZ 85225In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years in treasury or cash management roles
  • Strong financial acumen aligned with client treasury operations
  • Proven ability to build rapport with clients and team members
  • Experience managing competing priorities with client satisfaction
  • Deep understanding of global treasury management products and trends

Responsibilities

  • Lead pricing and negotiations for treasury management products
  • Drive digital payment adoption and conduct strategic client dialogues
  • Engage in the Client Management Process for client acquisition and relationship deepening
  • Manage the implementation of treasury solutions ensuring smooth client experiences
  • Accountable for revenue growth and client treasury presentations
  • Maintain communication with Relationship Managers to update client and product information
  • Motivate performance by managing client-centric issue dialogues and achieving targets

Benefits

  • Opportunities for career advancement within a global banking structure
  • Exposure to a diverse range of treasury management solutions
  • Collaborative working environment with various core team members
  • Commitment to innovation with the use of advanced technology
  • Flexibility in working arrangements including potential remote work options
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 a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, 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 Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.

Responsibilities:
  • The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
  • Acts as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
  • Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
  • Responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
  • Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
  • Leads all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
  • Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
  • Maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
  • Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.


Job Qualifications:
  • At least 3 years of demonstrated success in a treasury or cash management capacity.
  • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
  • Demonstrates the 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
  • Broad and deep familiarity with global treasury management products, services and trends


Desired Qualifications:
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree
  • Product and financial acumen
  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
  • Ability to read and leverage data to proactively identify trends and opportunities
  • Strong ability to organize, prioritize and balance multiple sales activities
  • A deep understanding of bank structure and the operational aspects of global cash management products and services
  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
  • Passionately curious, courageous, knowledge of bank network and effective business partnering
  • Intrinsically motivated to continuously improve processes and/or one's own education
  • Exercises the desire to mentor and sponsor other associates
  • Ability and willingness to adopt new technology (i.e. AI, among others)


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


Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

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

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