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Treasury Sales Officer - North America

Treasury Sales Officer - North America

San Francisco StaffingSan Francisco, CA, US
1 day ago
Job type
  • Full-time
Job description

Treasury Sales Officer - North America

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.

Job Responsibilities

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.

  • Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market
  • Develop and maintain strong relationships with key stakeholders within the client's organization and drive loyalty
  • Prospect and identify new client opportunities with banks in the U.S
  • Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations
  • Engage at every level of the target client organization to drive stakeholder buy-in to the Bank of America partnership and successfully cross-sell our solutions
  • Partner closely with internal stakeholders including CBK / IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
  • The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade / trade finance, card, liquidity, and other GPS solutions for the assigned client base
  • The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio's global revenue and profits
  • Closely coordinate with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications

10 years sales experience selling treasury solutions, 5 years selling treasury solutions in the bank space, candidate must have a strong strategic sales ability, understanding industry challenges and requirements, strong relationship building skills, proven track record of sales success in the industry, able to manage long sales cycles, strong knowledge of USD Clearing product, bachelor's degree in Finance, Business Administration, economics or related fields or equivalent work experience, working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC, excellent communications and presentation skills, strong analytical and problem solving skills, ability to both work independently and within teams.

Additional Qualifications

Familiar with Salesforce & Tableau, knowledge of traditional trade products (letters of credit / standby letters of credit), proficient in Microsoft office suite.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Sales North America • San Francisco, CA, US

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