Treasury Sales Officer I - Healthcare Not For Profit - Higher Education

Treasury Sales Officer (TSO)

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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.

The 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 include:

• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio.
• Acting as a digital ambassador driving mobile, digital and real time payments adoption.
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
• Articulating and understanding the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues.
• Actively participating and leading speaking engagements associated with key industry organizations.
• Proactively creating impactful client/prospect events centered on industry trends.
• Advising clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Driving 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.
• Maintaining a strong client focus while also understanding the operational aspects of the bank.

Required qualifications include:

• 3 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
• 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 include:

• For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
• 3+ years banking experience
• Prior Card solution experience a plus
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent
• 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 include:

• 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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)

Pay range $108,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is currently benefits eligible.