TREASURY SALES OFFICER II

Treasury Sales Officer II

Dallas, Texas

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.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description :

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.

• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues - be able to engage in strategic converstion with C suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
• Proactively create impactful client / prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients.
• Drive expansion of Solutions Per Relationship (SPR).
• Ensure client satisfaction through prompt, high impact engagement and superior service levels.
• Create ongoing market strategy to sustain successful execution of business objectives.
• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge.

Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical

Requirements :

To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge.

Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical.

• Excellent creativity with communication (verbal and written) and presentation skills
• Excellent sales, negotiation and advisory skills
• Aptitude for embracing innovation and demonstrating how digitization can be value add
• Strong partnering skills- Strong time management, organizational and planning skills
• Experience navigating large matrixed banking environment
• Strong command of Treasury products / 5+ years experience
• Ability to manage clients across a geography
• Ability to manage multiple priorities
• B.S. or B.A. in finance, accounting, management, or equivalent work experience.

Desired but not required skills :

• For-profit, Not-For-Profit, Higher Education or Healthcare banking / Revenue Cycle experience a plus
• Prior Treasury Sales experience a plus, 5+ years banking experience
• Prior Card solution experience a plus
• Certified Treasury Professional a plus CTP

Shift :

1st shift (United States of America)

Hours Per Week :

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 and affirmative action, 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 EEO is the Law poster, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / eeopost.pdf) .

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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 .

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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.