Treasury Sales Officer III - Global FIG Investments & Securities

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!

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 Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
• Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.  The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.

• Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
• Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
• Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
• Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
• Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
• Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
• Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
• Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Required Qualifications:

• Minimum of 10 years of relevant experience in banking, treasury and/or financial services
• Ability to Travel between up to 50% of time including long day and some overnight travel.
• Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships across Private Capital and Asset Management Clients..
• Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments
• Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders.
• Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction.
• Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework.
• Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team.
• Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts.
• Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers.

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
• Coaching
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Collaboration
• Critical Thinking
• 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:

Hours Per Week: