Bank of America Corporation

Treasury Sales Officer I

Bank of America Corporation$105K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in treasury management sales
  • Familiar with global treasury management products and trends
  • Proven skills in business development and managing complex client relationships
  • Exceptional communication and presentation abilities
  • Strong negotiation and active listening skills
  • Analytical thinking and problem-solving expertise
  • Capacity to manage competing priorities effectively

Responsibilities

  • Drive revenue and profitability growth through effective client management
  • Collaborate with bankers and product specialists to craft tailored treasury solutions
  • Lead pricing negotiations to maximize profitability of treasury products
  • Proactively develop and enhance client relationships through needs assessment
  • Promote digital adoption for advanced payments and manage strategic client discussions
  • Maintain deep understanding of treasury industry and related bank structures

Benefits

  • Industry-leading benefits package
  • Access to paid time off
  • Resources and support for employee impact
  • Opportunities for performance-based annual discretionary awards
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 that have a strong sense of ownership and the ability to see what's next in treasury management. The future of treasury management is here at Bank of America.
  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate TMT clients. He or she will partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
  • The TSO will focus on growth of new and underpenetrated client relationships, and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.


Responsibilities:
  • Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
  • Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
  • Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
  • Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure


Required Qualifications:
  • Ability to Travel between up to 50% of time in normal environment
  • Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
  • Proven business development and relationship management skills with a complex clients.
  • Excellent verbal and written communication and presentation skills.
  • Proven negotiation and active listening skills. Strong executive presence.
  • Adept at critical and strategic thinking and problem resolution.
  • Strong business/financial acumen.
  • Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
  • Demonstrates the ability to foster strong partnerships within the core team.
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
  • Effectively manages risk while balancing the needs of the client, the team, and the bank.


Desired Skills:
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree
  • Certified Treasury Professional Certification (CTP) or equivalent
  • MBA or Equivalent
  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with 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, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.

Skills:
  • Account Management
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Critical Thinking
  • Portfolio Analysis
  • Presentation Skills
  • Relationship Building
  • Sales Strategy
  • Coaching
  • Collaboration
  • Oral Communications
  • Prioritization
  • Prospecting


Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$105,000.00 - $145,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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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