Treasury Sales Officer II - Global Payment Solutions, Middle Market Technology
$133.2k - $235kBank of America
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. 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 As an established Treasury Sales Officer (TSO) aligned to Global Commercial Banking’s Transformative Technology Group, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented Middle Market Technology companies with annual revenues up to $2 billion. You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation. You’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform. Responsibilities: The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. The TSO works closely with several partners such as Relationship 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. 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. 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 elevate 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: 8 years of Treasury Sales Officer Experience B.S. or B.A. in finance, accounting, management, or another undergraduate degree International banking experience Intrinsic motivation for process improvement Proven track record of prioritizing competing priorities and leading small groups while delegating tasks 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: 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 - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)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. #J-18808-Ljbffr Bank of America
- ...supporting Global Transaction... ...influencing solutions Driving... ...between product, sales, and client... ...Packaging marketing leading... ...globally oriented Middle Market Technology companies... ...relevant treasury platform... ...real time payments adoption Managing... ...Sales Officer Experience...Suggested
$133.2k - $235k
...committed to an in-office culture with... ...supporting Global Transaction... .../or emerging solution opportunities... ...the product sales or industry expert... ...to package marketing leading... ...dedicated to turning technology advances into treasury solutions for... ...management, payments and receipts...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...Treasury Sales Officer At Bank of America, each day brings... ...dedicated to turning technology advances into treasury solutions for our clients globally - across all segments... ...liquidity management, payments and receipts, trade... ...trust and deep, market differentiating relationships...SuggestedFlexible hours
$92.8k - $132.25k
...providing powerful business solutions to some of the world's... ...effectively managing global trade decisions and... ...using the latest technologies. Responsibilities include... ...valuation planning, first sale for export planning,... ...of practice/primary office if eligible to sit for...SuggestedWork at officeLocal areaWorldwide$143.93k - $227.25k
...Position Title Treasury Management-Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management... ...through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within...SuggestedFull timeWork experience placementLocal area$110k - $150k
...in talent, technologies, and tools... ...an MUFG office or client... ...searching for a Treasury... ...working capital solutions. Major Responsibilities... ...overall global banking... ...of the Payments industry,... ...and sales tracking-... ...sales and marketing techniques... ...Ordinance, (ii) the City...Full timeWork at officeLocal areaRemote work- ...Managing Director in our Emerging Middle Market Coverage Investment Banking... ...Market as companies with sales revenues in the $100M-$200M or... ...will report directly to the Global Head of MidCap Investment Banking... ...deliver integrated financial solutions tailored to client needs....
- ...Managing Director in our Emerging Middle Market Coverage Investment Banking... ...Market as companies with sales revenues in the $100M-$200M or... ...will report directly to the Global Head of MidCap Investment Banking... ...deliver integrated financial solutions tailored to client needs....
- ...comprehensive solutions to clients.... ...to: Credit, Treasury Services,... ...approach to the market activity and... ...(Emerging Middle Market)... ...business, finance, payment solutions,... ...offered by new technologies ~... ...or exceeding sales goals ~... ...bring to our global workforce are...Local areaFlexible hours
$128.3k - $200k
...Banker - Emerging Middle Market Banking - Vice... ...comprehensive solutions to clients. As... ...to: Credit, Treasury Services,... ...business, finance, payment solutions,... ...offered by new technologies Protect the firm... ...or exceeding sales goals... ...bring to our global workforce are...Full timeLocal areaFlexible hours- City National Bank is seeking a Portfolio Manager II for their credit management team in Los Angeles. This role is essential in managing... ...a subset of existing credits and gaining new business in the middle market, focusing on clients with annual revenues from $50 million to $...
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- As a Payments Sales Manager (PSM) within the Corporate Sales team... ...management within the Enterprise Technology vertical. Your market includes companies in the... ...tailored Payments solutions and build Pipeline... ...Sales Managers to advance global opportunitiesMaintain familiarity...Apprenticeship
$175k - $225k
...UsRothschild & Co is a leading global financial services... ...the world's financial markets.Our expertise,... ...difference.Rothschild & Co Technology GroupMarket-leading... ...restructuring and equity market solutions to a broad range of... ...role supporting the office’s continued growth. In...Full timeWork experience placementWork at office- ...Unique Place in our Global CollectiveBeing... ...of business and technology. You’ll get to work... ...-rounded, and market-relevant leaders... ...including Front, Middle, Back Office, and Technology &... ...a broad range of solutions, architectures, and... ...development and sales efforts, including...Full timeLive inWork at officeLocal area
$157.23k - $192.17k
...new and existing Payments, Merchant, and Commercial... ...business with a technology, media, and... ...feature exciting solutions such as on embedded... ...proven enterprise sales experience and the... ...Commercial Cards, and Treasury Services,... ...management in developing a market strategy and in...Full timeWork experience placementLocal area$85k - $125k
...committed to an in-office culture that... ...opportunity to join our Global Commercial Banking... ...(GCB) Healthcare, Technology & Sponsors (HTS)... ...provides a wide range of solutions to Technology and... ...including Global Treasury Services, Credit,... ...economic and market insights, industry...Full timeInternshipWork at officeFlexible hoursDay shift- ...Accenture is a leading global professional... ...than 120 countries. Technology is at the core of... ...area for SAP. As a Sales Leader, you will... ...prospecting, qualification, solution shaping, and... ...in company market events and collaborate... ...limited to the specific office location, role,...Full timeWork experience placementLive inWork at officeLocal areaFlexible hoursShift work
$85k - $130k
...About This JobThe VP, Treasury Management (TM)... ..., client needs, market insights, and innovative... ..., international payments, settlement... ...initiatives involving technology, new products and... ...technology-driven solutions that offer unbeatable... ...standard office equipment such as...Full timeWork at officeLocal area- ...division - Sustainability Solutions: Reprocessing and remanufacturing... ...solutions in the global healthcare market. Join us as we strive to ‘green... ...utilizing a low emission technology solution that avoids incineration... ...What you will do: The Sales Representative...Full timeLive outShift work
$125k - $180k
...Emerging Accounts Sales Executive II NTT DATA... ...IT services market in the Southern... ...and technical solutions can provide value... ...of business/technology direction for... ...of the Fortune Global 100. We are... ...locally to NTT DATA offices or client... ...never ask for payment or banking information...Temporary workWork experience placementWork at officeRemote workFlexible hours- ...providing banking and treasury management services to small, middle market, and venture backed... ...branches and regional offices, as well as through digital... ...full-service payment processing solutions to its clients and serves... ...through its technology forward platform, SmartStreet...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$94.61k - $130.09k
...Divergent is a technology company that has architected,... ...requirements, faster to market, and scalable on demand... ...qualified Tier 1 supplier to global automotive OEMs, and... ...and filing of sales/use tax and property tax... ...Work Environment Standard office setting with occasional...Temporary workWork at office$85k - $125k
...committed to an in-office culture that... ...opportunity to join our Global Commercial Banking... ...(GCB) Healthcare, Technology & Sponsors (HTS)... ...provides a wide range of solutions to Technology and... ...including Global Treasury Services, Credit,... ...economic and market insights, industry...Work experience placementInternshipWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...committed to an in-office culture that... ...us!As a Financial Solutions Advisor Stage I (FSA... ...Solutions Advisor Stage II, where you will... ...and adapts to new technology or applications.Desired... ...industry or sales experienceSkills:Client... ...for the entire market and the specific...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$130k - $170k
Maintain and oversee all FX Middle Office functions for the Global FX Solutions department, ensuring... ...trade lifecycle events, market and counterparty exposures... ...(including MiFID II, EMIR, DoddFrank, and UMR... ...Finance, Internal Audit, and Technology teams to resolve FX...Full timeWork at officeLocal area- ...division - Sustainability Solutions: Reprocessing and remanufacturing... ...solutions in the global healthcare market. Join us as we strive to ‘green... ...utilizing a low emission technology solution that avoids incineration... ...What you will do: The Sales Representative...Full timeLive outShift work
- ...Program Join J.P. Morgan Payments, a leader in global payments innovation, where... ...to shape future client solutions. Discover more about Payments... ...to leverage emerging technologies to meet client needs Collaborating... ...a transformative and/or sales solution based industry...Summer workImmediate startWorldwideVisa sponsorship
- ...to deliver end-to-end solutions and measurable outcomes... ...and Process, and Technology. We serve approximately... ...your clients. Join our global network of people using... ...limited to the specific office location, role, skill... ...26.Accenture offers a market competitive suite of benefits...Full timeLive inWork at officeLocal area
- ...actively developing the technologies to make this possible,... ...for maintaining various global tax systems, technology... ...and implement tax solutions and related processes for... ...datesBroad understanding of sales & use tax/value-added... ...citizen or national, (ii) U.S. lawful, permanent...Permanent employmentFull timeTemporary workWork experience placementRemote workWeekend work
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