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
$107k - $133.5k
...community college education, or a wide range of... ...to an in-office culture that supports... ...technology advances into treasury solutions for our... ...of US Treasury Sales Client Officers (TSCO... ...revenue and profitability across a portfolio... ...solutions (including but not limited to...SuggestedFull timeWork at officeFlexible hoursDay shift$122.1k - $139.4k
...Treasury Management Sales Officer (TMSO) The Treasury Management Sales Officer plays... ...in driving growth and profitability of the bank by focusing on... ...this time, Capital One will not sponsor a new applicant... ...products, services, educational tools or other information...SuggestedFull timePart timeLocal area- ...Public Sector (Government / Not-for-Profit) Audit Associate Job Category : AUDIT Requisition... ...provide you with experiences that are educational and valuable. Whitley Penn has become one... ...Audit – Public Sector Location: Houston Office Expectations/Hours: Fully in-office/on...SuggestedFull timeWork at officeLocal areaMonday to Friday
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$101k - $192.6k
...Finance & Accounting Outsourcing practice and our expanding not-for-profit client portfolio. The successful candidate will partner with... ...supporting charitable organizations, foundations, associations, educational institutions, or other tax-exempt entities. Strong knowledge...Work experience placementLocal areaRemote work- ...provider of sustainable energy services for higher education, healthcare campuses, and cities, managing utility... ...to work remotely or from the office based on business needs. While remote... ...employees within this classification. It is not intended to be a detailed description...Full timePart timeWork at officeImmediate startRemote work2 days per week
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$171.25k - $203.75k
Senior Equipment Finance Sales Officer page is loaded## Senior Equipment... ...to reduce risk and enhance profitability + Facilitate credit requests... ...Word, Excel, and Outlook **Education & Experience*** + Bachelor’s... ...compensation decisions, including but not limited to location, skill...Full timeRemote workShift work- ...company operating throughout Texas. We are focused on building higher education, healthcare, and research buildings for commercial clients. As a... ...Attention to detail and deadlines. Proficient with Microsoft Office Suite, Bluebeam Revu, and On‑Screen Takeoff. Developing...For contractorsFor subcontractorInternshipWork at office
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...check on all new hires.As a Treasury Management Product Manager at... ...activity, customer needs, and profitability to identify opportunities and... ...internal teams and external clients.Education & ExperienceRequiredBachelor’... ...parties, including but not limited to people returning...Full timeBank staff- ...financial landscape of the organization. You will provide essential accounting support, develop financial statements, and conduct profitability analysis. This position offers the opportunity to work within a diverse team that values analytical problem-solving and teamwork...
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$90k - $120k
...times. 16. Negotiate contracts with external vendors to reach profitable agreements. Qualifications: 1. Bachelor's degree in... ...state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and...For contractorsWork experience placementLocal areaFlexible hoursNight shift$85.6k - $117.7k
Coag Sales Specialist - Houston, Dallas... ...in healthcare. For everyone.... ...including but not limited to technical... ...maximize customer profitability, and insure customer... ..., skills, education, experience, and... ...ITAR), and by the Treasury Department through the Office of Foreign...Temporary workWork at officeLocal area$78.8k - $177.68k
...MedInsight is one of the healthcare industry’s most trusted... ...Through our products, education, and services,... ...renewals. Collaborate with Sales and Product teams to craft... ...considered, including, but not limited to, education,... ...matching program and profit-sharing contributions.Discretionary...Full timeWork experience placementRemote workFlexible hours$145.6k - $270.4k
...accessible to you.Company will not sponsor visas for this... ...Priority Accounts and Affiliated Healthcare Systems within the cardiovascular... ...market forces influencing product sales.Demonstrates expertise in... ...(such as hospitals, physician offices, etc.) credentialing guidelines...Full timeLocal areaRemote workVisa sponsorshipRelocation package- ...Position Summary The Treasury Management Officer/Supervisor is responsible for... ...the growth, development, sales, implementation, and ongoing... ...treasury pricing strategies and profitability analyses. Assist with... ...Assist in training and educating internal partners on...Full timeRemote work
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$70k - $90k
Since 1957, Shield Healthcare has provided high-... ...for a Territory Sales Representative in... ...hospitals, physician offices, skilled nursing... ...Maintain and grow the profitability of assigned... ...Days Paid Holidays Education Assistance Shield... ...Employer and does not discriminate against...Base plus commissionFlexible hours$55k
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