Treasury Sales Officer
$108k - $235kBank of America ATM
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.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.Responsibilities:The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Consumer and Retail Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectivesThe TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Consumer and Retails clients.Act as 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.Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI 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 analysisMaintains 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. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.Required Qualifications:5 years of Treasury Sales Officer ExperienceAbility to Travel between up to 50% of time in normal environmentSuccessful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trendsProven business development and relationship management skills with a complex clients.Excellent verbal and written communication and presentation skills.Proven negotiation and active listening skills. Strong executive presence.Adept at critical and strategic thinking and problem resolution.Strong business/financial acumen.Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.Demonstrates the ability to foster strong partnerships within the core team.Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.Effectively manages risk while balancing the needs of the client, the team, and the bank.Desired Skills:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInternational Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experienceExercise the desire to mentor and sponsor other associatesInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.Skills:Account ManagementBusiness DevelopmentClient ManagementClient Solutions AdvisoryCustomer and Client FocusCritical ThinkingPortfolio AnalysisPresentation SkillsRelationship BuildingSales StrategyCoachingCollaborationOral CommunicationsPrioritizationProspectingPlease note: this role can be filled as either a TSO I or TSO II depending on the experience someone brings.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$108,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: New YorkType: Full time
$133.2k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...dedicated to turning technology advances into treasury solutions for our clients globally -... ...people. Driven by Technology.The Treasury Sales Officer (TSO) will be responsible for managing...SuggestedFull timeWork at officeFlexible hoursDay shift$133.2k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...responsibilities include participating as the product sales or industry expert in client calls,... ...Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$130k - $150k
Treasury Management Sales Officer (New York Region) Job DescriptionJob OverviewThe Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits...SuggestedLocal area$108k - $160k
...serve.Bank of America is committed to an in-office culture with specific requirements for... ...responsibilities include participating as the product sales or industry expert in client calls,... ...to turning technology advances into treasury solutions for our clients globally -...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$133.2k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...responsibilities include participating as the product sales or industry expert in client calls,... ...to turning technology advances into treasury solutions for our clients globally - across...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$107k - $133.5k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...dedicated to turning technology advances into treasury solutions for our clients globally -... ...Technology.Reporting to the Head of US Treasury Sales Client Officers (TSCO) the TSCO will be...Full timeWork at officeFlexible hoursDay shift- .... Bank of America is committed to an in-office culture with specific requirements for office... ...to turning technology advances into treasury solutions for our clients globally - across... .... Driven by Technology. The Treasury Sales Officer (TSO) will be responsible for managing...Work at office
$122.1k - $139.4k
...Overview Treasury Management Sales Officer (TMSO) The Treasury Management Sales Officer plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships...Full timePart timeLocal area- Bank of America is seeking a Transformative Healthcare Group Treasury Sales Officer to lead treasury revenue growth across a portfolio of For Profit Healthcare clients. You will collaborate with client managers and product specialists to tailor treasury solutions and participate...
$81.2k - $135.3k
...regional travel required. Market and sell the entire range of treasury and cash management specific products and services throughout a... .... Responsibilities Responsible for driving income and creating sales opportunities by promoting treasury products and services. This...Temporary workWork experience placementLocal areaWork visaFlexible hours- Bank of America is seeking a seasoned Treasury Sales Officer to lead revenue growth and product penetration within a portfolio of healthcare clients. You will collaborate with Client Managers, Analysts, and senior bankers to structure and present treasury solutions that...
- ...serve.Bank of America is committed to an in-office culture with specific requirements for... ...responsibilities include participating as the product sales or industry expert in client calls,... ...to turning technology advances into treasury solutions for our clients globally -...Work experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift
$275k - $300k
Position SummaryThe Sr. Institutional Sales Officer will be responsible for collaborating with various groups within TCW to raise new assets from institutional investors in a regional territory. They will be responsible for systematically identifying and engaging with investors...Full timeWork at officeRemote work- ...solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial & Investment Banking, you will generate new... ...lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for...
$180k - $190k
Job Requisition ID: 94522 Location Designation: Hybrid - 3 days per week Role OverviewThe Zone Sales Officer is a senior sales leader responsible for driving sustainable, diversified growth across New York Life's core product portfolio, including Life Insurance, Annuities...Local areaHome office3 days per week- ...Chief Sales Officer About the Company Leading engineering and infrastructure consulting firm with 5,000 professionals nationwide. Industry Civil Engineering Type Privately Held About the Role The Company is seeking a Chief Sales Officer to lead...
- ...solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial & Investment Banking, you will generate new... ...lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for...
- KDS Strategic Search Group seeks a Vice President of Sales to develop and execute the footwear sales strategy across licensed, owned, and private-label brands. Lead relationships with major retailers and collaborate with Design, Product Development, Marketing, Planning,...
$210k - $240k
...care deeply about giving our customers more time for their life’s work.About the RoleWe are seeking an experienced strategic Senior Treasury Manager to join our Finance team. In this role, you will be responsible for managing Notion's global treasury operations, cash...Local area$140k - $170k
...role and will be assessed during the interview process.About the Treasury Team:The Treasury Team at Gusto is responsible for cash/... ...and may vary from the amounts listed above.Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who...Full timeWork at officeLocal area2 days per week3 days per week$135.6k - $203.4k
...hope to be a match for you too.About the TeamWe are corporate treasury professionals who lead with both strategic vision and analytical... ...shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each...Full timeWork at officeRemote workHome officeFlexible hoursShift work- ...our doors a fair shot at reaching his or her potential.About the Role:Success Academy is seeking a detail-oriented and strategic Treasury Manager to oversee our financial risk management, cash operations, and banking relationships. In this role, reporting to the Corporate...Temporary workVisa sponsorship
- ...ubiquitous beacon of truth in global media and we need your help adding fuel to the fire.About the RolePolymarket is hiring a Senior Treasury Manager to own the day-to-day treasury function across our regulated entities — a DCM and DCO registered with the CFTC. This is a...Contract workTemporary work
- At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry...Full timeLocal area
$200k - $250k
Position Title: Tax & Treasury - Senior Director (NY)Entity: KBRA Holdings LLCEmployment Type: Full-TimeLocation: New York, New YorkSummary:KBRA is seeking an experienced finance professional to serve as Senior Director, Tax & Treasury, reporting to the Global Controller...Full timeTemporary workLocal areaFlexible hours- BANAMEX -Cash Management Sales Officer - SALTILLO COAH Job Req Id: 26984242 Location(s): Saltillo, Coahuila, Mexico Job Type: Hybrid... ...related teams. Responsibilities Provide direct sales support to Treasury Consultants in covered markets. Places focus on revenue...Full time
- Banamex Cash Management Sales Officer - CDMX The Cash Management Sales Officer is a developing professional role, handling most problems... ...service. Responsibilities Provide direct sales support to Treasury Consultants in covered markets. Focus on revenue‑generating...
- Citi in CDMX is seeking a Cash Management Sales Officer. The role is a developing professional position that handles most problems independently... ...precision. Responsibilities include direct sales support to Treasury Consultants, revenue-focused activities for Treasury Products...
$105.7k - $164.7k
...leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while...Full timeWork at officeFlexible hoursDay shift$146.5k - $234k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...make an impact. Join us!Job Description:The Treasury Advisory Executive (Director) is a senior... ...team within the Specialized Product Sales group, reporting directly to the Global Head...Full timeWork at officeLocal areaFlexible hoursDay shift
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