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Treasury Sales Officer II

Treasury Sales Officer II

Chicago StaffingChicago, IL, US
2 days ago
Job type
  • Full-time
Job description

Treasury Sales Officer II

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.

Responsibilities

  • Drives 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 new opportunities 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.
  • Consults within the Client Management Process (CMP) 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.
  • Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables.
  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

Managerial Responsibilities

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion : Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
  • Manager of Process & Data : Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Enterprise Advocate & Communicator : Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Risk Manager : Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • People Manager & Coach : Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Financial Steward : Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Enterprise Talent Leader : Assesses talent and builds bench strength for roles across the organization.
  • Driver of Business Outcomes : Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
  • 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 with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

    Required Qualifications

  • Inclusive and Inspiring : Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.
  • Authentic and Passionate : 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.
  • 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 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.
  • Proven business development and relationship management skills with a corporate client set.
  • Excellent critical / strategic thinking and problem resolution skills.
  • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends.
  • 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 manage 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.
  • Desired Qualifications

  • US and International treasury management and / or product knowledge.
  • Intrinsically motivated to continuously improve processes and / or one's own education.
  • Ability to lead small groups while effectively delegating tasks.
  • Exercises the desire to mentor and sponsor other associates.
  • Certified Treasury Professional certification or equivalent.
  • 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

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