Bank of America Corporation

Treasury Sales Officer III

Bank of America Corporation$250K — $304K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in Treasury sales or similar role
  • Treasury/cash management industry expertise, especially in global products
  • Ability to travel 50% of the time
  • Strong critical thinking and problem resolution skills
  • Excellent verbal/written communication and presentation abilities
  • Proven business development and relationship management skills
  • Intrinsic motivation for continuous improvement and education

Responsibilities

  • Produces revenue growth and profitability improvement for treasury products
  • Collaborates with bankers to craft customized treasury solutions
  • Drives pricing discussions to optimize client profitability
  • Advises on client relationship development and needs identification
  • Influences digital payment adoption and manages client dialogues
  • Leads and develops Treasury Sales Analysts and Officers
  • Maintains regular client interactions to deepen relationships

Benefits

  • Access to industry-leading benefits
  • Paid time off
  • Resources and support for employee impact
  • Opportunity to contribute to community growth
  • Participation in annual discretionary award programs
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 highly complex and high value Large Corporate Natural Resource (NRG) 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 with a consultative selling approach and deep client engagement.
  • 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:
  • Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
  • Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
  • Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
  • Advises within 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
  • Influences 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
  • Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
  • Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events


Required Qualifications:
  • 10+ years of experience in Treasury sales or a similar role
  • Treasury / cash management industry experience, including global product knowledge and industry trends
  • Ability to travel 50% of the time
  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  • 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
  • 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
  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Business development and relationship management skills with a corporate client set.
  • Excellent critical/strategic thinking and problem resolution skills
  • Ability to demonstrate creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
  • Strong time management and prioritization skills
  • Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
  • Strong executive presence both internally/externally

Required Qualifications:
  • NRG Industry knowledge especially desired around the Power sub-sector
  • US and Global treasury management and product knowledge, Certified Treasury Professional or equivalent
  • Intrinsically motivated to continuously improve processes and/or one's own education
  • Ability to lead global coverage, service and fulfillment teams while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other associates


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


Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$250,000.00 - $304,200.00 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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