Newport Beach, California
3 days ago
Treasury Sales Officer

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.

We are actively recruiting a highly-motivated treasury professional who is passionate about advising clients on their journey to be best-in-class.  We help revolutionize banking for our clients so they can grow and prosper by identifying scalable efficiencies, positioning global technology, and transitioning from paper to digital.

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.

Focus on growing new and existing relationships by identifying and cross selling our global treasury solutions

Lead, coach, and develop Treasury Sales Analysts in day to day support of client deliverables

Serve as a digital ambassador driving mobile, digital, and real time payments adoption

Manage and lead strategic dialogues around key client centric issues by leveraging industry best practices, peer benchmarking, and industry data analytics

Maintain a strong client focus, treasury industry expertise, client subsector expertise, and a broad understanding of banking

Job Qualifications:

Bachelor’s degree or equivalent work experience

6+ years of experience in treasury sales

Intellectually curious and motivated to continuously improve processes

Sales and client relationship experience

Excellent verbal/ written communication and presentation skills

Proven negotiation and active listening skills

Excellent critical/strategic thinking and problem resolution skills

Successfully demonstrates creative thinking while adhering to guidelines

Strong business/financial acumen

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

Successfully maneuvers throughout the enterprise

Proactively engages all internal partners for sales opportunities

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 close team member in a fast paced environment

International Cash Management and/or Trade & Supply Chain Finance experience preferred

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

Certified Treasury Professional certification or equivalent preferred 

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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