Treasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial Services

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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 looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services (DFS) segment.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
• Positions solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.
• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio. 
• Acts as 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, industry data analytics, and solutioning positioning.
• Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue. 
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one’s own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

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

Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week: 

40