Treasury Sales Officer II - Global Payment Solutions - Healthcare Payor / Life Sciences HTSR
Bank of America ATM
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!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
The Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.
Responsibilities:
- The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. 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 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 30% 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 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 degree
- Healthcare Payor and Life Sciences Experience
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent
- International banking experience
- Intrinsic motivation for process improvement
- Proven track record of prioritizing competing priorities and leading small groups while delegating tasks
- 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$133.2k - $235k
...of work and life experiences... ...to an in-office culture that... ...supporting Global Transaction... ...or emerging solution... ...the product sales or industry... ...Transformative Healthcare Group Treasury Sales Officer... ...real time payments adoption, manage... ...degreeHealthcare Payor and Life Sciences...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$133.2k - $235k
...range of work and life experiences.... ...committed to an in-office culture that... ...advances into treasury solutions for our clients globally - across all segments... ...management, payments and receipts,... ....The Treasury Sales Officer (TSO) will... ...Corporate Healthcare Group. They will...SuggestedFull timeWork at officeFlexible hoursDay shift- ...range of work and life experiences. These... ...committed to an in-office culture that supports... ...technology advances into treasury solutions for our clients globally - across all... ...liquidity management, payments and receipts, trade... ...of US Treasury Sales Client Officers (TSCO...SuggestedWork at officeFlexible hoursShift workDay shift
$250k - $305k
...range of work and life experiences.... ...committed to an in-office culture that... ...advances into treasury solutions for our clients globally - across all segments... ...management, payments and receipts,... ....The Treasury Sales Officer (TSO) will... ...Corporate Healthcare Group. They will...SuggestedFull timeWork at officeFlexible hoursDay shift- ...are seeking a Senior in our Treasury and Payments Solutions team, who will play a key... ...of our commitment to work/life balance You will join a culture... ...directly into the offices of a wide range of partners... ...confidence, expertise, and global reach of the larger firm. About...SuggestedFull timeLocal areaRemote workWeekend work
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...includes focusing on the healthcare revenue cycle, patient... ...into claims patterns, payor mix evaluation, and... ...unreasonable results, suboptimal solutions, and data anomalies... ...ConditionsCorporate office environment in an... ...and in the top five globally, and Mount Sinai Morningside...Full timeTraineeshipWork at officeLocal area- ...currently seeking a Banking Solutions Architect (Director-... ...like insurance, healthcare, and financial services... ...serving 75% of the Fortune Global 100. We are committed... ...locally to NTT DATA offices or client sites. This... ...recruiters will never ask for payment or banking information...Full timeWork at officeRemote workFlexible hours
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...building out its Treasury Operations... ...with the office of the CDO, Legal, and Sales to plan and support... ...including global cash management... ..., and payment operations Lead... ...implementing lasting solutions that address... ...Company‑paid Life Insurance... ...or national, (ii) U.S. lawful...Permanent employmentTemporary workCasual workWork at officeRemote workVisa sponsorshipFlexible hours- ...As a global provider of medical technologies, Teleflex... ...trusted partner in healthcare, we offer a diverse portfolio with solutions in the therapy areas of... ...based at our Wayne, PA office. The selected candidate... ...quarterly estimated tax payments and extension payments...Work at officeLocal area3 days per week
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