Bank of America Corporation

Treasury Sales Client Officer II - Global Payment Solutions Private Bank

Bank of America Corporation • $80K — $120K *
Dallas, TX 75217In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3 years of treasury sales experience
  • Strong financial and product knowledge
  • Excellent verbal and written communication skills
  • Data analysis skills to identify trends and opportunities
  • Ability to manage multiple sales activities effectively
  • Understanding of global cash management products
  • Knowledge of risk guidelines related to business growth

Responsibilities

  • Manage day-to-day client relationships and revenue retention
  • Identify opportunities to enhance service and revenue per relationship
  • Coordinate regular review meetings and streamline processes
  • Deliver insights and presentations to clients on strategic needs
  • Collaborate with internal teams to address client inquiries efficiently
  • Maintain pricing and ensure accurate billing for client's services
  • Proactively identify cross-sell opportunities through account analysis

Benefits

  • Hybrid work model allowing for flexibility
  • Collaboration with high-profile clients from various sectors
  • Opportunity for professional growth within Private Bank
  • Access to expert training and resources
  • Involvement in significant client engagement initiatives
Full Job Description
Job Description:

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.

In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
  • Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division.
  • The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
  • Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world's most well recognized Private Bank Clients.
  • Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
  • Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
  • Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
  • Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
  • Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
  • In partnership with Private Bank, maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
  • Identifies cross-sell opportunities through account analysis & regular client interaction
  • Manages client escalations and keep internal team informed
  • Protects and grows revenue


Job Qualifications:
  • 3 years of prior treasury sales experience
  • 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


Desired Qualifications:
  • Knowledge of Private Bank and Ultra High Net Worth client base.
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree


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

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 II - Global Payment Solutions Private Bank jobs:

NationwideDallas, TX