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Treasury Sales Officer

Houston, Texas

Job Description:

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.

Job 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--headquarter firms in the South Texas and Louisiana.

+ Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery

+ Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio

+ Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs

+ Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services

+ Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions

+ Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge

Job Requirements:

+ Successful history of direct treasury management sales experience. Broad and deep familiarity with global treasury management products, services and trends

+ Proven business development and relationship management skills with a corporate client set

+ 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

+ Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team

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

+ Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

+ Effectively manages risk while balancing the needs of the client, the team, and the bank

+ Ability to travel 50% of the time in a normal environment, post-Covid

+ B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience

+ Intrinsically motivated to continuously improve processes and 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 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

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.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.