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Treasury Sales Client Officer

New York, New York

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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.

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to multisegmented FIG client bases. Partner closely with client-facing teammates CBK bankers and TSO to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.

In this hybrid sales/treasury analyst role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

+ Drives responsible revenue and balance sheet growth, profitability improvement, client calling (typically virtual) and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations

+ Right size the portfolio by assessing suitability of relationships recommended by Global TSO's and/or CBK bankers as well as assessing existing relationships

+ Partners with bankers, onboarding, servicing, and product specialists across the enterprise to develop and implement customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis

+ In partnership with CBK/Global TSO, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth

+ Fosters digital adoption by driving mobile, and digital payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning

+ Serve as a point of escalation for all GPS related issues

+ Collaborates and internal stake holders in day-to-day support of client deliverables, with direct end to end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client coverage and identify new opportunities

Job Requirements:

+ Minimum 4+ years of Treasury/Cash Management Sales experience

+ Bachelor’s degree or equivalent work experience

+ Excellent communication, presentation, interpersonal and organizational skills

+ Willingness to learn buying behaviors of multiple FIG sector clients

+ Ability to work across product, service, implementation, operations, coverage and geographical teams to deliver best in class solutions to the clients

+ Intellectually curious and motivated to continuously improve processes

+ Sales and client relationship experience

+ Working knowledge of treasury management products and services

+ Proven negotiation and active listening skills

+ Successfully demonstrates creative thinking while adhering to guidelines

+ Strong business/financial acumen

+ Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction; self-sufficient and takes initiative

+ 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

+ Certified Treasury Professional certification or equivalent and knowledge of Private Bank and ultra high net worth clients a plus

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.