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Treasury Sales Officer - North America

Treasury Sales Officer - North America

Bank of AmericaSan Francisco, CA, United States
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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 :

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.

  • Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market
  • Develop and maintain strong relationships with key stake holders within the client's organization and drive loyalty
  • Prospect and identify new client opportunities with banks in the U.S
  • Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations
  • Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions
  • Partner closely with internal stake holders including CBK / IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
  • The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade / trade finance, card, liquidity, and other GPS solutions for the assigned client base.
  • The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio's global revenue and profits
  • Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications :

  • 10 years sales experience selling treasury solutions
  • 5 years selling treasury solutions in the bank space
  • Candidate must have a strong strategic sales ability, understanding industry challenges and requirements
  • Strong relationship building skills
  • Proven track record of sales success in the industry
  • Able to manage long sales cycles
  • Strong knowledge of USD Clearing product
  • Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience
  • Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC
  • Excellent communications and presentation skills
  • Strong analytical and problem solving skills
  • Ability to both work independently and within teams
  • Additional Qualifications :

  • Familiar with Salesforce & Tableau
  • Knowledge of traditional trade products (letters of credit / standby letters of credit)
  • Proficient in Microsoft office suite
  • Shift :

    1st shift (United States of America)

    Hours Per Week : 40

    Pay Transparency details

    US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

    Pay and benefits information

    Pay range

    $127,500.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set.

    Discretionary incentive eligible

    This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and / or group; and the overall success of the Company.

    Benefits

    This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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    Treasury Sales Officer • San Francisco, CA, United States

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