Treasury Sales Client Officer II - Global Payment Solutions Private Bank (Dallas)

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 Description:Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospectTreasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division.The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world’s most well recognized Private Bank Clients.Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structureDrives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverageDevelops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needsBuilds relationships with internal business partners and key client decision makers and completes account/portfolio business reviewsEnsures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progressIn partnership with Private Bank, maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informedIdentifies cross-sell opportunities through account analysis & regular client interactionManages client escalations and keep internal team informedProtects and grows revenueJob Qualifications:3 years of prior treasury sales experienceProduct and financial acumenAbility to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skillsAbility to read and leverage data to proactively identify trends and opportunitiesStrong ability to organize, prioritize and balance multiple sales activitiesA deep understanding of bank structure and the operational aspects of global cash management products and servicesUnderstanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsiblyPassionately curious, courageous, knowledge of bank network and effective business partneringDesired Qualifications:Knowledge of Private Bank and Ultra High Net Worth client base.B.S. or B.A. in finance, accounting, management, or another undergraduate degreeSkills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsClient Solutions AdvisoryCritical ThinkingPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningCoachingCollaborationPrioritizationWritten CommunicationsMinimum Education Requirement: Bachelor’s Degree or Equivalent Work ExperienceFor 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: 40SummaryLocation: Dallas; HoustonType: Full time