Treasury Sales Officer II - Global Payment Solutions - Middle Market
Dormont Manufacturing Co
Company Overview 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! Role Overview 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) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives. 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 analysis. 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. 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 presentations. Partners 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 analysis. Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth. Coaches 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 Experience Ability to Travel between up to 20% of time in normal environment Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends Proven 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 escalates 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 degree Certified Treasury Professional Certification (CTP) or equivalent MBA or Equivalent International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities Innovative 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 quo Confident 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 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 #J-18808-Ljbffr Dormont Manufacturing Co
$107k - $133.5k
...Treasury Sales Client Officer II At Bank of America, we are guided... ...relationships with Middle Market clients. The primary... ...opportunities to deepen solutions per relationship,... ...digitization of payments/receipts, etc. Participates... ...aspects of global cash management...SuggestedWork experience placementWork at officeWork from homeShift workDay shift$107k - $133.5k
...Responsibilities Treasury Sales Client Officers manage day‑to‑... ...relationships with Middle Market clients,... ...revenue, deepening solutions per relationship... ...Client Officer II delivers integrated... ...digitization of payments/receipts. Participates... ...aspects of global cash management...SuggestedWork experience placementWork from homeShift workDay shift$127.5k - $230k
...product experts in Global Transaction... ...driving growth of treasury revenue and profitability... ...as the product sales or industry expert... ...capital and treasury solutions that address... ...Liquidity, Investment, Payments, Receivables, FX,... ...a Treasury Sales Officer with a proven track...SuggestedWork experience placementBank staffShift workDay shift- ...committed to an in-office culture with... ...supporting Global Transaction Services... .../or emerging solution opportunities with... ...as the product sales or industry... ...teams to package marketing leading... ...advances into treasury solutions for our... ...liquidity management, payments and receipts...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
- ...Bank Of America Treasury Sales Officer At Bank of America, we are guided... ...advances into treasury solutions for our clients globally - across all segments... ...providing liquidity management, payments and receipts globally,... ...teams to package marketing leading solutions that address...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
$127.5k - $230k
...Treasury Sales Officer At Bank of America, we are guided by a... ...product experts supporting Global Transaction Services... ..., and/or emerging solution opportunities with... ...relationship teams to package marketing leading solutions... ...management, payments and receipts globally...Work experience placementWork at officeFlexible hoursShift workDay shift- ...committed to an in-office culture with specific... ...advances into treasury solutions for our clients globally - across all segments... ...liquidity management, payments and receipts, trade... .... The Treasury Sales Officer (TSO) will... ...business partner and market trends and industry...Work at office
$175k - $210k
...and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II , you will be responsible for credit underwriting,... ...portfolio problems and take action to develop solutions, handling multiple demands and competing priorities...Local areaFlexible hours$250k - $304.2k
Senior Treasury Sales Officer (TSO III) - Global FIG Insurance & Specialty Finance Team Lead product experts supporting... ...high-dollar deals, and emerging solution opportunities with strategic... ...identification and cross‑selling of global payment and treasury solutions within an...Work experience placementShift workNight shiftDay shift- ...long-term profitable middle market relationships in... ...Capital Markets, Treasury, Risk Management and... ...$500MM in annual sales. Leverage the CCB... ...IRM). Levels (I - II) should be differentiated... ...to deliver Truist solutions. Champion non-... ...such as Microsoft Office software products...Full timePart timeWork at officeShift workDay shift
$80k - $135k
Global Banking & Markets Operations - Interest Rate Derivatives Middle Office - New York - Associate New York, New York, United States... ...the firm to deliver banking, sales and trading and asset management... ...,’ offering opinions and solutions Demonstrate great interpersonal...Full timeTemporary workPart timeWork at office$250k - $304.2k
Position Overview The Treasury Sales Officer (TSO) will be... ...Bankers, Liquidity, Payments and Receivables, Trade... ...customized treasury solutions that meet client objectives... ...operational aspects of global cash management... ...build trust and deep, market differentiating relationships...Flexible hoursShift workDay shift- ...Treasury Product Manager II New York, New York;Chicago,... ...committed to an in-office culture with... ...differentiated treasury solutions for our clients... ...U.S. Real-Time Payments (RTP) and... ...Card, Trade, GWIM, Markets, Sales, and Marketing)... ...Collaborate closely with Global Payments,...Work at officeShift workDay shift
$109.2k - $202.8k
...Treasury Management Officer II At PNC, our people are our greatest... ...competitive advantage in the markets we serve. We are all... ...Treasury Management Sales organization, you... ...customized customer solutions. Managing Risk -... ...eligible with the payment based upon company,...Full timeTemporary workPart timeWork experience placementWork at office$250k - $305k
...committed to an in-office culture that supports... ...advances into treasury solutions for our clients globally - across all segments... ...liquidity management, payments and receipts, trade... .... The Treasury Sales Officer (TSO) will... ...business partner and market trends and industry...Full timeWork at officeFlexible hoursShift workDay shift- ...banking professional to drive long-term relationships within the middle market sector. The successful candidate will engage with clients to... ...and grow banking services, emphasizing loan and deposit solutions. This role requires a deep understanding of finance, the ability...
- ...comprehensive solutions to clients. As... ...limited to: Credit, Treasury Services,... ...approach to the market activity and prospecting... ...(Emerging Middle Market)... ...business, finance, payment solutions, banking... ...or exceeding sales goals Excellent... ...bring to our global workforce are...Local areaFlexible hours
- ...of the largest asset and wealth managers globally. Make a direct impact by advising on... ...investment products and supporting innovative solutions for institutional and high net worth... ...product strategy and development, finance, marketing, portfolio management, Compliance, Risk,...
$105k - $145k
Job Overview The Treasury Sales Officer (TSO) will be responsible for managing... ...Bankers, Liquidity, Payments and Receivables, Trade, Card... ...develop customized treasury solutions that meet client objectives... ...and deep familiarity with global treasury management products...Flexible hoursShift workDay shift- Bank of America is looking for a Senior Treasury Sales Officer to lead client engagements and account management in New York. This role includes... ...coaching team members, client engagement, and advocating for digital payment adoption. #J-18808-Ljbffr Bank of America
- ...industry leading team of treasury professionals.... ...management solutions to provide. Responsible... ...within the sales process. Demonstrate... ...ability to understand payment processes.... ...in PC software (MS Office). Technical Treasury... ...Management Officer II At Fifth Third, we...Work experience placementBank staffLocal area
$109.2k - $202.8k
...competitive advantage in the markets we serve. We foster an inclusive... ...the company’s success. As a Treasury Management Officer II within PNC’s Treasury Management Sales organization, you will be based... ...knowledge, industry benchmarking and solution positioning. Qualifications At...Temporary workWork at office- ...Relationship Sales Officer As a Relationship... ...Sales Officer on the Payments - Domestic Banks... ..., payment solutions, FX, receivables... ...covering new products, market and industry developments... ...integrated treasury solutions within... ...bring to our global workforce are directly...
- ...Wells Fargo is seeking a Global Head of Banks---Treasury Management Consulting,... ...for creating sales opportunities with treasury... ...Proven success selling payments, liquidity, and treasury solutions to banks Deep knowledge... ...programs (Credit, Market, Financial Crimes, Operational...Full timeWork experience placement
$144k - $180k
Treasury Manager, Global Treasury Operations New York, NY, United States... .... Through our crypto solutions for financial... ...Bank fees, and Treasury payments). Manage entity funding... ...team, Trading and Markets team, Accounting) at... ...part of the team. In‑office collaboration for moments...Full timeWork at officeLocal areaWorldwide$90k - $100k
## GLOBAL BANKER CORPORATE COVERAGE ANALYST... ...tailored financial solutions across lending, advisory, capital markets, and transaction... ...Group**Global Markets Sales and Trading**This... ...manage liquidity, payments, and global trade... ...in our New York Office, the expected base...Full timeSummer workWork at officeLocal area$160k - $180k
...overview Nomura is a global financial services group... .... By connecting markets East & West, Nomura services... ...clients with creative solutions and considered thought... ...Control, Credit, Treasury) to support effective... ...any other discretionary payment or compensation program...Relocation package- ...technologies Develop a weekly sales plan prioritizing revenue... ...services Methodical approach to market activities and prospecting, demonstrate... ...Strong creative solution, problem solving abilities, flexible... ...diverse talents they bring to our global workforce are directly linked...Local areaFlexible hours
$150k - $180k
...and highly competitive market. We have a relentless hunger... ...Analyst, Director - Middle Market/Private Debt... ...New York/Chicago/Toronto office. What We Offer:... ...combined power of our global perspectives is what differentiates... ...Fitch Ratings | Fitch Solutions | Fitch Learning....Work at officeImmediate startShift work- ...delivering innovative liquidity solutions, strengthening client... ...through real-time market insights. As a... ...Solutions (”L&AS
