ForgeApply · Job listing
Treasury Sales Officer II - Global Commercial Banking - Middle Market
Bank of America
Tailor your resume to this posting in about a minute.
ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for Bank of America's site. Free trial, no card required.
About this role
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
Responsibilities: • The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. Clients include U.S and globally--headquartered firms across the state of Georgia. The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives. • Act as the 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 (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs. • Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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. Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio. • Maintain 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. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery. • Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs. • 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 • Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications: • 5 years of Treasury Sales Officer Experience • Ability to Travel between up to 30% 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
Salary insight
This posting doesn't disclose pay. Across 196 Atlanta jobs with disclosed salaries on ForgeApply, the median is $135k.
See full Sales salary data for Atlanta →
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
Ready to apply to Bank of America?
Tailor my resume for this roleSimilar jobs
- Treasury Sales Officer II - Commercial Real Estate — Bank of America · Los Angeles | Newport Beach
- Treasury Manager, Global Treasury Operations — Ripple · New York, NY, United States
- Senior Treasury Accountant Global — Koboldmetals · Remote
- Senior Manager, Treasury Operations — Coreweave · New York, NY / Sunnyvale, CA
- Treasury Operations Manager — Openfx · Miami (USA), London (UK), Bengaluru (India)
- Treasury Consultant – Global Treasury Practice — RSM · Chicago | Minneapolis | Atlanta Metro Area
- Senior Manager, Treasury — Harnessinc · San Francisco, California, United States
- Senior Treasury Manager — Polymarket · New York
More like this: Sales Jobs · Sales Jobs in Atlanta · More jobs at Bank of America · Browse all jobs