- Focus on expanding client relationships and cross-selling global payment solutions
- Accountable for revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal delivery
- Maintain a strong client focus and industry expertise
- Lead and develop the Treasury Sales Analyst
- Manage strategic discussions on key client issues
- Engage with clients through meetings, conferences, and events
- 6+ years experience in banking, treasury, and/or finance
- Proven track record in treasury management sales
- Ability to identify and explain cash management solutions
- Experience selling to asset management, private capital, and broker dealer segments
- Strong partnership building skills
- Efficient multitasking and risk management
- Ability to work independently and in a team
- Broad knowledge of global treasury management
- Strong Executive presence
- Willingness to travel about 50% of the time
- B.S. or B.A. degree or equivalent work experience
- Experience in non-bank financial institutions client segment
- Certification such as Certified Treasury Professional
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Treasury Sales Officer II - New York, United States - Bank of America
Description
Description
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are seeking highly motivated individuals who can advocate for our clients by providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, combining high tech with a personalized touch. We look for employees who challenge norms and influence peers with diverse perspectives, as well as forward thinkers with the ability to anticipate future trends in treasury management. The future of treasury management is at Bank of America. Empowered by people. Fueled by Technology.
The Treasury Sales Officer (TSO) is responsible for overseeing all aspects of the treasury management relationship for a large number of current and potential global clients in the North America Investment Management team. They will collaborate with Corporate Bankers, Product, Compliance, Credit, Risk, and Service partners to offer optimal global solutions to meet client goals.
Responsibilities:
To succeed, a TSO needs to maintain focus on clients while understanding the bank's operational aspects and having awareness of various treasury products used by clients.
Required skills: Necessary qualifications
We are Inclusive and Inspiring, seeking team players who value collaboration and diversity. Authentic and Passionate individuals who are highly engaged and enthusiastic about their work. Innovative and Curious employees with creative solutions who embrace change and challenge the norms.
Desired skills:
Shift:
1st shift (United States of America)Hours Per Week:
40
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