Treasury Sales Officer II - Global Payment Solutions - FIG Financial Institutions and Governments - Insurance & Speciality Finance
$133.2k - $235kBank of America Financial Center
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 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!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:This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution - Insurance and Specialty Finance clients and prospects covered by the Global Payment Solutions Team. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s 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 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:5 years of Treasury Sales Officer ExperienceAbility to Travel between up to 40% of time including long day and some overnight travel.Successful 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:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentStrong understanding of and prior experience supporting a range of Non Bank Financial Institution (NBFI) client segments, including—but not limited to—Insurance, Mortgage and Title and Leasing.International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experienceInclusive 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: 40Pay Transparency detailsUS - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$133,200.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.SummaryLocation: Chicago; New YorkType: Full time
$133.2k - $235k
...Technology Group Treasury Sales Officer At Bank of America... ...to help make financial lives better through... ...supporting Global Transaction Services... ...and/or emerging solution opportunities with... ...digital and real time payments adoption, manage... ...B.S. or B.A. in finance, accounting,...FinancialWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...to help make financial lives better... ...to an in-office culture that... ...together with the Treasury Sales teams,... ...opportunities to deepen solutions per... ...Officer II is responsible... ...digitization of payments/receipts,... ...aspects of global cash management... ...or B.A. in finance, accounting,...FinancialWork at officeFlexible hoursShift workDay shift
- ...providing financial solutions to your... ...team. As a Treasury Management Officer in... ...key client sales opportunities... ...institutions, offers innovative... ...and government clients under... ...bring to our global workforce... ...and financing, treasury and payment services,... ...Management, Special...FinancialFull timeWork at office
$61k - $71.9k
...Accountant II The Project... ...the full financial and administrative... ..., and Finance leadership to... ...leads project governance processes,... ...disputes or payment delays. Review... ...for specialized projects with... ...with Microsoft Office Suite (Excel... ...Sponsored Life Insurance and Short-...FinancialContract workTemporary workInterim roleSummer workWork at officeLocal area- ...receivables and payments expert... ...Treasury Services... ...Client Solution Specialist... ...Services Sales and Bankers... ...Officers, and Bankers... ...operational and financial benefits... ...Deposit Insurance Act. As... ...institutions, offers... ...institutional and government clients... ...to our global...Financial
$107k - $133.5k
...to help make financial lives better through... ...to an in-office culture that supports... ...-for-profit Treasury Sales Client Officer... ..., and deposit solutions, leveraging... ...of payments/receipts, etc.... ...operational aspects of global cash management... ...S. or B.A. in finance, accounting,...FinancialFull timeWork at officeFlexible hoursShift workDay shift$95k - $125k
...and develop solutions tailored to... ...largest global insurance and employee... ...employees in 600 offices throughout... ...The Treasury Manager is... ...faster client payments (e.g., improved... ...Treasury special projects;... ...Accounting, Finance, or related... ...Insurance or financial services...FinancialDaily paidTemporary work- ...Treasury Management Officer In Commercial BankingAre... ...and providing financial solutions to your... ...key client sales opportunities... ...oldest financial institutions, offers... ...institutional and government clients... ...bring to our global workforce are... ...services and payments....Financial
$90k - $110k
...Accountant II based in Chicago... ...global operation cycles... ...propose creative solutions that improve... ...reinsurance, P&C insurance and / or... ...insurance financial statements and... ...Accounting, Finance, or Business... ..., and special risks. Our customers... ..., financial institutions, industry...FinancialPermanent employmentFull timeLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours- ...Commercial & Specialized... ...customized solutions through... ...network and global... ...banking, treasury, and underwriting... ...develop financial and... ...Equipment Finance: This... ...DEPOSIT INSURANCE ACT:... ...financial institutions, offers... ...institutional and government clients... ...and payment services...FinancialFull timeLocal areaVisa sponsorship
$128.4k - $267.4k
...succeed in a globally connected... ...Global Treasury Advisory Services... ...business, financial services... ..., government agencies or... ...management, and finance... ...expand our solution capability... ...planning and payments processing... ...Excellent sales and influencing... ...the EY office and client...FinancialFull timeContract workWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...Account Manager II At PNC, our people are our greatest... ...Manager II within PNC's Financial Wellness Solutions organization, you will be... ...(DIG), and Financial Institutions Group (FIG) clients. This role is critical... .... PNC is an in-office company that fosters a supportive...FinancialWork at office
$111.61k - $131.3k
...better and smarter financial decisions and... ...Payment Services division... ...innovative payment solutions, including credit... ..., and institutions. It also provides... ...control, and governance processes across... ...projects and special initiatives as... ...Federal Deposit Insurance Act (FDIA). In...FinancialFull timeWork experience placementLocal area3 days per week$120k - $165k
...President/Broker II Financial Services... ...the best Insurance... ...management solutions for large, global clients. This... ...Chicago, IL office. Aon is... ...Crime and Special Risk. Solid... ...simultaneously. Sales experience... ...preferred and finance background... ...is governed by the applicable...FinancialFull timeTemporary workPart timeWork at officeLocal area- ...is a leading global professional... ...businesses, governments, and other organizations... ...of services, solutions, and assets... ...reinvention.Financial Services Payments PracticeThe... ...solutions, Treasury Management... ...Management: Sales, Relationship... ...the specific office location, role...FinancialFull timeLive inWork at officeLocal area
- ...Vice President, Payment Integrity, Innovations & Solutions About the Company Leading outsourcing company for software development... ...technology platforms healthcare finance & accounting insurance risk & financial management travel transportation and...Financial
$215k - $275k
...Huron is a global... ...management and insurance... ...delivers solutions that help... ...improve financial performance... ...originated sales, operating... ...with a specialization in the... ...modernization, data governance, master... ...institutions, and... ...risk and treasury. Serve... ...management, payments, and...FinancialLocal area$111k - $159k
...Compliance, Operations, Legal, Finance and partnering closely... ...contact.Support the payments issues management... ....Support core governance activities to establish... ...products from fraud and financial crimes abuse by ensuring... ...ensuring strict adherence to global Anti-Money Laundering...FinancialDaily paid$91.25k - $100.38k
...Investment Analyst II will be an... ...a total global investment... ...for special projects... .... Review financial reports, investment... ...Officer and internal... ...Compliance, Governance, and... ...degree in finance, economics... ...two years’ institutional investment... ...Generous insurance benefits,...FinancialRemote workMonday to Friday2 days per week- ...Taiwan/Greater China Global Solutions Account Executive... ...practice & geographical offices to advance... ...written. 10+ years of sales, consulting, account... ...commercial risk or insurance). Taiwanese background... ...insurance company, financial institution, or professional services...FinancialLocal area
$99k - $266k
...clients on structuring their global tax positions. Your work... ...As part of the Financial Services Global Structuring... ...chance to develop significant specialization in international insurance tax, while embracing technology... ...technology-enabled solutions for tax advisory Engaging...Financial$149.4k - $199.2k
...snacks. As a global powerhouse across... .... Principal, Finance Digital Technology Solutions is a... ...Finance, and F&II LATAMWhat you... ...Services, Tax, Treasury and Digital Technology... ..., data governance, and... ...S/4 Central Payments, Group Reporting... ...General Ledger, Financial Close, Accounts...FinancialFull timeWorldwideRelocation$175k - $225k
...FinanceIndustry:Financial Institutions... ...) is a leading global investment bank... ...sponsors, and governments. With uniquely... ...innovative, integrated solutions across mergers... ...(i) specialty finance, (ii) insurance, (iii) asset and... ...experience in FIG is a plus Compensation...FinancialFull time$95k - $109.2k
...purpose to help make financial lives better through... ...is committed to an in-office culture with specific... ...Supports end to end treasury sales process for Treasury... ...Prior experience in Global Payments, Treasury Management,... ...client engagement and solution alignment. Working knowledge...FinancialWork experience placementWork at officeWork from homeShift workDay shift$111.38k - $132.5k
...property and casualty insurance brands whose... ...insurance solutions that enable businesses... ...Controls over Financial Reporting (ICFR... ...program governance, external auditor... ...This is a 100% in-office position.... ...an accredited institution in accounting, finance, business administration...FinancialFull timeWork at officeLocal areaNight shift- ...Vice President, Global Healthcare Product... ...Top provider of insurance products & related... ...Marketers Casualty Finance Multi-Line... ...Insurance Financial Services Information... ...financial institutions healthcare... ...leadership, development, governance, and maintenance...Financial
- ...The Director of Treasury is responsible... ..., and financial risk management... ...Reporting to senior finance leadership,... ...external financial institutions to support the... ...planning, and global cash... ...covenants, interest payments, and reporting... ...controls and governance over treasury...FinancialTemporary work
- ...support groups (Finance, Tech, Ops,... ...costs. Analyze financial performance,... ...to senior and global business heads... ...financial institutions, offers innovative... ...financial solutions to millions of... ...institutional and government clients under... ...services and payments. Corporations,...FinancialVisa sponsorship
$100k - $115k
...Technologies is a global capital... ...our global finance team and covers... ...to special projects such... ...redesigning financial processes to... ...processes, ensuring institutional knowledge... ...and Vision insurance Flexible Spending... ...days of in-office... ...delivers multi-X solutions, with X representing...FinancialFull timeWork at officeLocal areaRemote workFlexible hours- ...guided by a common purpose to help make financial lives better through the power of... ...Bank of America is committed to an in-office culture that supports collaboration,... ...Qualifications: ~5+ years of experience in institutional banking, Global Markets, credit, risk, operations or...FinancialWork at officeFlexible hoursShift workDay shift
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