Treasury Sales Client Officer II - Global Payment Solutions - Aerospace and Defense presso Bank of America

Treasury Sales Client Officer II - Global Payment Solutions - Aerospace and Defense

Baltimore, Maryland;McLean, Virginia; Richmond, Virginia; Charlotte, North Carolina

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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.

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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!

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.

Job Description:

This Treasury Sales Client Officer (TSCO) job is responsible for deepening and growing a portfolio of Commercial Banking Middle Market and Aerospace and Defense treasury clients in the Mid-Atlantic. Job expectations include building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.

• Positions solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.

• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.

• Acts as a 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 participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.

• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP 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.

• 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.

• Maintains 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. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.

• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

• Certified Treasury Professional Certification (CTP) or equivalent

• Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.

• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Exercises the desire to mentor and sponsor other associates

• Ability and willingness to adopt new technology (i.e. AI, among others)

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

Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

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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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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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