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Treasury Sales Officer, Non-Bank Financial Institution Segment

New York, New York;Chicago, Illinois

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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:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

+ Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework

+ Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio

+ Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures

+ Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables

+ Be 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 and industry data analytics

+ Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

+ Successful history of direct and comprehensive treasury management sales experience

+ Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments

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

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

+ 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

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

+ Strong Executive presence both internally/externally with ability to lead C- suite meetings

+ Minimum 6 years of relevant experience in banking, treasury, and/or finance

+ Ability to travel approximately 50% of the time

+ B.S./B.A. degree or equivalent work experience

+ Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a 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.

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.