Treasury Sales Officer II - Global Commercial Banking - Middle Market
$127.5k - $230kBank 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! 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 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 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 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 Pay Transparency details US - OH - Columbus - 8890 Lyra Dr - Polaris (OH4675) Pay and benefits information Pay range $127,500.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -
- ...At Bank of America, we are... ...committed to an in-office culture with... ...experts supporting Global Transaction... ...the product sales or industry... ...to package marketing leading solutions... ...into treasury solutions for... ...globally, FX, and commercial card services... ...portfolio of Middle Market firms...CommercialWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
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- ...Treasury Management Officer Columbus Headquarters - Columbus, OH 43081 Description... ...out there. We are a commercial bank that offers a boutique... ...our teams to go into the market and win business About... ...quality, fee income, cross-sales, referrals, client satisfaction...Commercial
$150k - $180k
...investing in the Columbus market as part of a... ...our Business Banking segment. We're excited... ...rate management, treasury solutions, and Wealth... ...new and existing commercial customer... ...paced, demanding sales culture with measured... ...Business Banking/Lower Middle Market experience...CommercialLocal areaMonday to FridayFlexible hours$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20%... ..., understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a...CommercialFull timeTemporary workH1b$150k - $180k
...investing in the Columbus market as part of a... ...our Business Banking segment. We're excited... ...rate management, treasury solutions, and Wealth... ...new and existing commercial customer... ...paced, demanding sales culture with measured... ...Business Banking/Lower Middle Market experience...CommercialFull timeLocal areaMonday to FridayFlexible hoursShift work$61.5k - $110k
...State College Business Office Job Description Overview The Commercial Portfolio Manager is responsible... ...process for the Bank's commercial loans to ensure... .... Portfolio Manager II or III will be... ...mitigants, industry concerns, market trends, financial trends...CommercialInterim roleWork at officeRemote workMonday to Friday- ...Make banking a Fifth Third better®... ...with annual gross sales of at least $10... ...understanding of commercial credit, commercial... ...solutions (e.g. loans, treasury management, capital markets) based on... ...in all Microsoft Office software; familiarity... ...Manager II At Fifth Third...CommercialWork experience placementWork at officeLocal area
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- Huntington Bank is seeking a Portfolio Manager II in Columbus, OH. This full-time role involves managing a portfolio of commercial loans, underwriting complex loans, and collaborating with various... ...Excel. The position offers an office-based workplace with flexible...CommercialRemote jobFull timeWork at officeFlexible hours
$159.75k - $197.33k
...Job Title: Treasury Manager Location: CityScape What you... ...knowledge of general banking operations, including deposit... ...treasury management and/or other commercial banking products and services... ...advanced knowledge of financial markets and instruments. ~ Intermediate...Commercial$117.5k - $156.5k
Corporate Office 343 North Front Street Columbus, OH 43215, USA... ...objectives Establish and maintain Treasury policies, procedures, and... ...the initiatives to optimize banking infrastructure and cash management... ...Manage all domestic and global banking relationships Develop...Full time3 days per week1 day per week- ...Manager is an individual contributor position on the Global Security (GS) Investigations Fraud Analytics and... ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset...Commercial
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$126.8k - $244k
...We’ll help you succeed in a globally connected powerhouse of diverse... ...Insights team comprises market-facing sector experts, across... ...The opportunity The banking and capital markets (BCM) sector... ...position EY in the market and drive commercial value, and support the wider...CommercialSummer holidayLocal areaFlexible hours- ...Job Description Join the Global Real Estate Project... ...million square feet of corporate office and banking center space. As an Analyst... ...small business banking, commercial banking, financial... ...risk to human resources and marketing. Our corporate teams are an...CommercialWork at officeWorldwideVisa sponsorship
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