Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Treasury Sales Officer I - Global Payment Solutions - Business Banking

$108k - $160k

Bank of America Financial Center

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:This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.Responsibilities:The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs. 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.Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.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:3 years of Treasury Sales Officer ExperienceAbility to Travel between up to 30% 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 Banking ExperienceInclusive 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 CommunicationsPrioritizationProspectingMinimum 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: 40Pay Transparency detailsUS - CA - Pleasanton - 4900 Hopyard Rd - 4900 Hopyard Rd (CA4808), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$108,000.00 - $160,000.00 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: Pleasanton; San FranciscoType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Treasury Sales Officer I - Global Payment Solutions - Business Banking in San Francisco, CA vacancy
  • $169.1k - $232.55k

     ...exceptional, high-impact Global Cash & Treasury Operations Manager...  ...cash management and banking architecture. You...  ...Oversee key treasury payments including intercompany...  ...expansion. Serve as a core business partner across AP, AR...  ...Francisco with 30+ offices around the globe,... 
    Suggested
    Full time
    Temporary work
    Worldwide
    Shift work

    Databricks

    San Francisco, CA
    2 days ago
  • $107k - $133.5k

     ...Description:At Bank of America, we...  ...to an in-office culture that supports...  ...and business needs.At Bank...  ...together with the Treasury Sales teams, building...  ...opportunities to deepen solutions per...  ...digitization of payments/receipts, etc....  ...operational aspects of global cash... 
    Suggested
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  • $108k - $160k

     ...Description:At Bank of America, we...  ...committed to an in-office culture that...  ...responsibilities and business needs.At Bank...  ...advances into treasury solutions for our clients globally - across all...  ...liquidity management, payments and receipts,...  ...:The Treasury Sales Officer (TSO)... 
    Suggested
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  •  ...Technology Fintech & Payments Banking team, you will be responsible...  ...clients” Develop new business in your market by...  ...discussions across all our solutions including credit and...  ...marketplacesExcellent sales management and...  ...talents they bring to our global workforce are directly... 
    Suggested

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  •  ...International Payments Specialist (...  ...& Investment Banking, you will be...  ...international business among corporate...  ...- $3 billion sales size. You...  ...with bankers, treasury management officers and other product...  ...portfolio of Global Corporate...  ...and lending solutions for corporate... 
    Suggested

    JP Morgan Chase

    San Francisco, CA
    3 days ago
  • $110k - $170k

     ...only unified payments and financial platform for global businesses. Powered by our...  ...fully integrated solutions to manage...  ...management and treasury, to embedded finance...  ...across 27 offices around the...  ...future of global banking. If that sounds...  ...closely with Sales, Product Marketing... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 hours ago
  • $300k

     ...only unified payments and financial platform for global businesses. Powered by our...  ...fully integrated solutions to manage...  ...management and treasury, to embedded finance...  ...across 27 offices around the...  ...future of global banking. If that sounds...  ...be a founding sales role at... 
    Temporary work
    Local area
    Immediate start
    Worldwide

    Airwallex

    San Francisco, CA
    2 days ago
  •  ...providing financial solutions to your clients?...  ...right team. As a Treasury Management Officer in Commercial Banking, you will generate...  ...treasury management business and maintain...  ...aligned to key client sales opportunities and...  ...they bring to our global workforce are directly... 

    JP Morgan Chase

    San Francisco, CA
    3 days ago
  •  ...Payment Sales Officer Do you enjoy building relationships and proving treasury solutions? You have found the right team. As...  ...for developing new business, deepening relationships...  ..., training and banking to develop insurance...  ...they bring to our global workforce are directly... 

    JPMorgan Chase

    San Francisco, CA
    3 days ago
  • $134.1k - $265.1k

     ...innovative, market-driven solutions that modernize...  ...ll do As a Kyriba Treasury Manager on the...  ...technology strategy, bank connectivity...  ...address operational and business challenges.Build...  ...management, payments, bank connectivity...  ...inquiries to the Global Call Center (GCC)... 
    Contract work
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    1 day ago
  •  ...on the Technology Fintech & Payments Banking team, you will be responsible...  ...clients” Develop new business in your market by acquiring...  ...discussions across all our solutions including credit and payments...  ...and marketplaces Excellent sales management and business development... 

    JPMorgan Chase & Co.

    San Francisco, CA
    2 days ago
  •  ...powering the crypto revolution for businesses. Through our enterprise...  ...provides everything from KYC and payment processing to liquidity and custody solutions—all fully licensed and compliant...  ...fraud vendors, card processors, and banking partners, working closely with... 
    Permanent employment

    Coinme

    San Francisco, CA
    a month ago
  • $135.6k - $169.5k

     ...markets. By combining global corporate cards and banking with intuitive spend...  ...mutually beneficial business relationships, this...  ...our San Francisco office. We are a hybrid environment...  ..., growth, direct sales, and product &...  ...tailored, consultative solutions that align with... 
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    4 hours ago
  • $300k - $400k

     ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 days ago
  • $190k - $320k

     ...only unified payments and financial platform for global businesses. Powered by our...  ...fully integrated solutions to manage...  ...management and treasury, to embedded finance...  ...across 27 offices around the...  ...future of global banking. If that sounds...  ...with Product, Sales, Operations,... 
    Full time
    Worldwide

    Airwallex

    San Francisco, CA
    4 days ago
  •  ...infrastructure platform for businesses. Millions of companies...  ...use Stripe to accept payments, grow their revenue,...  ...to put the global economy within everyone...  ...Financial Partners, including banks, to manage risk and...  ...develop products and solutions to meet our users' needs... 

    Stripe

    San Francisco, CA
    1 day ago
  • $200k - $300k

     ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 hours ago
  • $160k - $230k

     ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 days ago
  • $99k - $266k

     ...the impact tax has on their business. You’ll advise clients on their...  ...tax world, both locally and globally.To really stand out and make...  ...views to develop solutions and recommendations.Address...  ...platforms in lending, digital banking, payments, crypto and blockchain, insurance... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Francisco, CA
    4 days ago
  • $140k - $170k

     ...to grow the small business economy. We handle...  ...process.About the Treasury Team:The Treasury...  ...liquidity management and banking initiatives that...  ...towards Gusto’s payment operations,...  ...banking partners, solution providers and portfolio...  ...Gusto has physical office spaces in Denver,... 
    Full time
    Work at office
    Local area
    2 days per week
    3 days per week

    Gusto

    San Francisco, CA
    4 hours ago
  • $130k - $160k

     ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    2 days ago
  •  ...Vice President, Risk & Underwriting Manager, Payments About the Company Fast-paced payments business strengthening risk, compliance, and governance for growing...  ...a minimum of 5 years' experience in payments, banking, risk, or compliance, with a strong knowledge of ACH... 

    Confidential

    San Francisco, CA
    2 days ago
  •  ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide
    Relocation

    Airwallex

    San Francisco, CA
    4 hours ago
  • Current Employees of Happen Bank: Please apply via your internal...  ..., a key unsecured Point of Sale business within Consumer Banking. It's...  ...above locations are eligible offices for this role. The locations...  ...creating new financial services solutions for our members based on... 
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Flexible hours

    Lending Club

    San Francisco, CA
    4 days ago
  •  ...apply! About the Role As Treasury Manager at Fluidstack, you will own the company's global cash and liquidity operations,...  ...Operations leadership to manage banking relationships, optimize working...  ...Familiarity with international payments, cross-border transactions, and... 
    Local area

    Fluidstack

    San Francisco, CA
    2 days ago
  • $180k - $210k

     ...the only unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage...  ...spend management and treasury, to embedded finance...  ...in tech across 27 offices around the globe....  ...future of global banking. If that sounds like... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 days ago
  • Current Employees of Happen Bank: Please apply via your internal...  ...above locations are eligible offices for this role. The locations...  ...this role’s team or the related business lines. We utilize a hybrid...  ...creating new financial services solutions for our members based on... 
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Flexible hours

    Lending Club

    San Francisco, CA
    4 hours ago
  • $210k - $263.25k

     ...markets. By combining global corporate cards and banking with intuitive spend...  ...involves owning the business roadmap for our core...  ...implement durable solutions that improve the close...  ...our San Francisco office. We are a hybrid environment...  ...in a FinTech, payments, financial services,... 
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    2 days ago
  • $240k - $300k

     ...only unified payments and financial platform for global businesses. Powered by our...  ...fully integrated solutions to manage...  ...management and treasury, to embedded finance...  ...across 27 offices around the...  ...future of global banking. If that sounds...  ...with Sales, Product, Solutions... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    2 days ago
  •  ...execution of the firm's business. You will work with...  ...heart of a leading global investment bank. Senior bankers will...  ...investment banking front office role in a relevant...  ...innovative financial solutions to millions of consumers...  ...services and payments. Corporations, governments... 
    Work experience placement

    kozmetickesluzby.vecnakraska.sk - Jobboard

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Treasury Sales Officer I - Global Payment Solutions - Business Banking. Be the first to apply!