Treasury Sales Officer I - Healthcare Not For Profit - Higher Education
Bank 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 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!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.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 challengesThe Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education. 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.Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etcProactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.Drive expansion of Solutions Per Relationship (SPR).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:3 years of Treasury Sales Officer ExperienceAbility to Travel between up to 25% 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:For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus3+ years banking experiencePrior Card solution experience a plusB.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInclusive 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: 40SummaryLocation: Dallas; Austin; HoustonType: Full time
$90k - $115k
...1The TeamThe Public Finance Not-For-Profit Health Care team at S&P Global... ...Monitor developments in the healthcare sector and municipal bond... ...services.Proficiency in Microsoft Office, with the ability to learn... ...planning, a continuing education program with a company-matched...SuggestedFull timeSecond jobLive inWork at officeWorldwideFlexible hours2 days per week- ...the right team. As a Treasury Sales Associate in... ...Treasury Management Officer position. Job responsibilities... ...pricing and run profitability models Assist with... ...our company. We do not discriminate on the... ..., municipalities, healthcare organizations, education institutions, banks...SuggestedWork at office
$68.6k - $104k
...such as data centers, healthcare, pharmaceuticals,... ...advanced manufacturing, and higher education. For more than 140... ...The HVAC Service Sales Rep is critical to the overall growth and profitability of the HVAC Service business... ...of a local branch office and teaming with...SuggestedFull timeWork at officeLocal area- ...Jobs We are looking for a treasury management officer who wants stability, growth... ...is designed to focus on the sale of TM solutions to new and... ...jointly generate and grow profitable business. QUALIFICATIONS /... ...Please note this job posting is not designed to cover or...SuggestedWork experience placementWork at officeLocal areaMonday to FridayNight shift
$118.7k - $218.6k
...Recruiting for this role ends on 9/14/2026. Work you'll do As a Profitability Costing Allocations Senior Consultant, on the Business Finance... ...are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications...SuggestedLocal areaVisa sponsorship- ...Job Posting We're not just a workplace - we're a Great Place... ...environment. At Sonic Healthcare USA, we emphasize teamwork and... ...compiling information, preparing profit and loss statements, and utilizing... ...and OSHA Regulations. Education ~ Bachelor's Degree in...Local areaShift work
- ...knowledge of U.S. GAAP, IRS regulations, and healthcare reimbursement principles to resolve... ...consistent with the purpose of the role. Education, Experience, and Licensing Requirements... ...Category III. Employees in this role are not routinely expected to perform tasks that...Contract workLocal areaImmediate start
$90.8k - $151.3k
...driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services... ...online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s...Full time$70k - $120k
...general contractor who focuses on the Education, Retail, Mission Critical, Healthcare, and Industrial markets. They... ...once projects are awarded MPI does not discriminate on the basis of race,... ...Dental ~ Vision ~401K plan ~ Profit Sharing account for ALL employees...For contractorsFor subcontractorLocal areaFlexible hours$50k - $80k
...course goals for all educational environments. We... ...Publishing Sales Representative in... ...home for decades, if not our entire careers... ...Variety. Because higher education sales work... ...spending accounts for healthcare, dependent care... ...is available. Profit-Sharing and 401(k)...InternshipRelocationFlexible hoursNight shift$76.4k - $127.4k
...touches virtually every aspect of healthcare. We are known for delivering... ...goals. This position does not have direct reports but may... ...tasking, and prioritizing skills. Education Bachelor’s degree in... ...occasional requirements to attend in-office meetings and functions....Full timeWork at officeWork from homeFlexible hours$80k - $100k
...Needed in Dallas / Rapidly Growing Healthcare Company / Hybrid Salary $80,0... ..., vision insurance, 401K profit sharing, paid time off, paid holidays... .... Proficiency in MS Office, especially Excel, and familiarity... ...backgrounds, including but not limited to the Los Angeles Fair...Local area- ...and BD+C Top 150 Contractor with nine offices, Rycon specializes in new construction... ...portfolio includes projects in aviation, healthcare, higher education, industrial/warehouse, commercial,... ...Rycon Construction is not accepting candidate submission by unsolicited...Contract workFor contractorsFor subcontractorWork at office
- ...company’s success. As a Treasury Management Officer III within PNC's Treasury Management Sales organization, you will... ...their goals.PNC will not provide sponsorship... ...competencies, work experience, education, and required... ...university / college degree. Higher level education such...Full timeTemporary workPart timeWork experience placementWork at office
$100.1k - $202.8k
...to the company’s success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based... ...aligns with their goals.PNC will not provide sponsorship for... ...competencies, work experience, education, and required certifications/licensures...Full timeTemporary workPart timeWork experience placementWork at office$69.3k - $115.5k
...driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services... ...@mckesson.ca. Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson! #J-18808-Ljbffr...- ...than 9,000 organizations worldwide, its robust ecosystem empowers healthcare professionals to deliver exceptional care to more than 7... ...way people work, learn, and grow their business. Our edge does not come from our technology, it comes from our people. We work as...Worldwide
$115k
...Treasury Management Officer – To $115K – Dallas, TX – Job # 3715 Who We Are The Symicor Group is a boutique... ...business development, consultative sales, and relationship management with commercial... ...excellent benefits package. (This is not a remote position) Treasury Management...$400k
...Headquartered in Dallas with offices in Austin, Fort Worth,... ...us at .The Sr TMO (Treasury Management Officer) is... ...assigned portfolio. New Sales will generally trend $4... ...a LOB that could drive higher deposit and fees* On a... ...and owns the outcomes* Not satisfied with anything...Immediate startShift workDay shift- ...company's success. As a Treasury Management Officer III within PNC's Treasury Management Sales organization, you will... ...goals. PNC will not provide sponsorship for... ...competencies, work experience, education, and required... ...university / college degree. Higher level education such...Full timeTemporary workPart timeWork experience placementWork at office
$100.1k - $202.8k
...to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based... ...with their goals. PNC will not provide sponsorship for employment... ...competencies, work experience, education, and required certifications/...Full timeTemporary workPart timeWork experience placementWork at office$112k - $203.75k
...and terminologyWell-developed sales and negotiation skillsBasic credit... ...or equivalent combination of education and experience required1+... ...for the Equipment Finance Sales Officer I, II, and Senior job and contemplates... ...decisions, including but not limited to location, skill...Full timeShift work- ...at the Company's discretion. Healthcare Benefits Notice Eligible employees... ...business needs. Lincoln does not discriminate against... ...geographic location, experience, education, certifications, and other job... ...asset types, including office, multifamily, life science, retail...Hourly payH1bWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
$71.3k - $124.5k
...8 days a month in the office. (Kennesaw GA or Houston... ...services for professionals in healthcare; tax and accounting;... ...revenue, cost of sales, and G&A transactions are... ...projects QUALFICATIONS Education: Bachelor's degree in... ...re getting to know you-not a digital assistant. To...Interim roleWork at officeRemote workWorldwide- ...listings and monitors sales/use tax for owners Handles... ...asset types, including office, multifamily, life... ...center, production studio, healthcare, government,... ...business needs. Lincoln does not discriminate against applicants... ...location, experience, education, certifications, and...Hourly payH1bWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...close. This role will be in office for 6 months and then move to... ...uploads for entities that are not integrated into the core ERP... ...data center, production studio, healthcare, government, universities,... ...geographic location, experience, education, certifications, and other...Hourly payH1bWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...and state regulations for out-of-network healthcare providers, leveraging advanced technology... ...candidates based in, or near our Dallas, TX office as this role may require occasional in-... ...the standard. It is the policy of HaloMD not to discriminate against any applicant for...Work at officeRemote workShift work
- ...families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core... ...feel welcomed, valued and supported. Qualifications EDUCATION - Masters' or Bachelors plus 2 years of work experience above...Work experience placementImmediate start
- ...operational and practice improvements.Client offers 50% work from home/in office set up, solid benefits, 4.5 weeks PTOCompensation - they'll pay... ...role specifically, candidates must have experience with non-profit and Single Audits. CPA is required. Why is This a Great...Work at officeWork from home
$210.38k - $398.85k
...its subsidiary entities are not licensed CPA firms.Baker Tilly... ...be connected to a Baker Tilly office. You will enjoy this role if:... ..., and ensure client profitability targets are metUtilize your entrepreneurial... ...and meeting target sales goals by having an established...Full timeWork experience placementWork at officeLocal areaWorldwide
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