Treasury Sales Client Officer II - Global Payment Solutions - Commercial Real Estate

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: Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Commercial Real Estate Clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division. The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client. Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world’s most well recognized Private Bank Clients. Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc. Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress In partnership with Private Bank, maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed Identifies cross-sell opportunities through account analysis & regular client interaction Manages client escalations and keep internal team informed Protects and grows revenue Job Qualifications: 3 years of prior treasury sales experience Product and financial acumen Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills Ability to read and leverage data to proactively identify trends and opportunities Strong ability to organize, prioritize and balance multiple sales activities A deep understanding of bank structure and the operational aspects of global cash management products and services Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly Passionately curious, courageous, knowledge of bank network and effective business partnering Desired Qualifications: Understanding the working capital flows of real estate private equity, real estate operating companies, real estate investment trusts, and real estate property managers is a key attribute B.S. or B.A. in finance, accounting, management, or another undergraduate degree Skills: Account Management Client Management Customer and Client Focus Oral Communications Presentation Skills Client Solutions Advisory Critical Thinking Portfolio Analysis Problem Solving Relationship Building Active Listening Coaching Collaboration Prioritization Written Communications 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 - CA - El Segundo - 2301 ROSECRANS AVE (CA8800), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay and benefits information Pay range $107,000.00 - $133,500.00 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 -