Treasury Sales Officer II

Bank of America Bank of America · Banking · Houston, TX +3

Bank of America is seeking a Treasury Sales Officer II to manage and grow treasury revenue for a portfolio of Large Corporate Natural Resource Group clients. The role involves partnering with internal teams to develop customized treasury solutions, focusing on new and existing client relationships, and driving revenue growth, profitability, and client planning. The ideal candidate will have strong treasury industry expertise, understanding of evolving tech and innovation, excellent communication, interpersonal, and financial acumen skills.

What you'd actually do

  1. The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  2. The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
  3. The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  4. The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.

Skills

Required

  • Account Management
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Critical Thinking
  • Portfolio Analysis
  • Presentation Skills
  • Relationship Building
  • Sales Strategy
  • Collaboration
  • Oral Communications
  • Prioritization
  • Prospecting
  • Proven negotiation and active listening skills
  • Proven business development and relationship management skills with a corporate client set.
  • Excellent critical/strategic thinking and problem resolution skills
  • Ability to demonstrate creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.
  • Strong time management and prioritization skills
  • Ability to 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 supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
  • Strong executive presence both internally/externally

Nice to have

  • Intrinsically motivated to continuously improve processes and/or 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
  • Coaching

What the JD emphasized

  • 6+ years of Treasury Management Sales experience
  • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends