Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Treasury Sales Officer III

$250k - $305k

Bank of America Financial Center

Treasury Sales Officer

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, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers that have a strong sense of ownership and the ability to see what's next in treasury management. The future of treasury management is here at Bank of America.

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of highly complex and high value Large Corporate Natural Resource (NRG) clients. He or she will partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.

The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships with a consultative selling approach and deep client engagement.

The TSO will be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.

The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.

The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Responsibilities:

  • Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
  • Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
  • Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
  • Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
  • Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
  • Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
  • Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events
  • This role is would be a Director or Managing Director role depending on the experience someone brings

Required Qualifications:

  • 10+ years of experience in Treasury sales or a similar role
  • Treasury / cash management industry experience, including global product knowledge and industry trends
  • Ability to travel 50% of the time
  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
  • 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
  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Business development and relationship management skills with a corporate client set.
  • Excellent critical/strategic thinking and problem resolution skills
  • Ability to demonstrate creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
  • Strong time management and prioritization skills
  • Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
  • Strong executive presence both internally/externally

Desired Qualifications:

  • NRG Industry knowledge especially desired around the Power sub-sector
  • US and Global treasury management and product knowledge, Certified Treasury Professional or equivalent
  • Intrinsically motivated to continuously improve processes and/or one's own education
  • Ability to lead global coverage, service and fulfillment teams while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other associates

Skills:

  • Account Management
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Coaching
  • Portfolio Analysis
  • Presentation Skills
  • Relationship Building
  • Sales Strategy
  • Collaboration
  • Critical Thinking
  • Oral Communications
  • Prioritization
  • Prospecting

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$250,000.00 - $305,000.00 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.

Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Treasury Sales Officer III in Charlotte, NC vacancy
  •  ...Treasury Sales Officer 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... 
    Suggested
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    16 hours ago
  • $105k - $145k

     ...Treasury Sales Officer 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... 
    Suggested
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  • $109.3k - $164k

     ...SUMMARY Mortenson is currently seeking an experienced Estimator III with the ability to interact with a variety of staff at all...  ...$109,300 - $164,000. (Actual range is higher for the following office locations: Denver, CO and Chicago, IL - 5%, Seattle, WA, and... 
    Suggested
    Contract work
    H1b
    Work at office
    Flexible hours

    Mortenson

    Charlotte, NC
    9 days ago
  •  ...internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the...  ...with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This... 
    Suggested
    Temporary work
    Work experience placement

    Atlantic Union Bank

    Charlotte, NC
    3 days ago
  • $100.1k - $202.8k

     ...employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based in Denver CO or Phoenix AZ or Seattle WA or Portland OR or Dallas TX... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    4 days ago
  • $100.1k - $202.8k

     ...employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based in Denver CO, Phoenix AZ, Seattle WA, Portland OR, Dallas TX,... 
    Temporary work
    Work at office

    PNC Financial Services Group

    Charlotte, NC
    2 days ago
  •  ...for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and...  ...Relationship Management (IRM). Levels (I III) should be differentiated based on years of...  ...computer applications, such as Microsoft Office software products Truist is an Equal Opportunity... 
    Work at office

    SunTrust Investment Services, Inc.

    Charlotte, NC
    5 days ago
  • $96.5k - $207.5k

     ...Fifth Third Bank Treasury Management Officer Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to...  ...internal and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs... 
    Work experience placement
    Bank staff
    Local area

    Fifth Third Bancorp

    Charlotte, NC
    5 days ago
  •  ...fase inicial, migración a Salesforce prevista). Derivar leads calificados (SQLs) a la fuerza de ventas B2C o al equipo de inside sales B2B con contexto completo de la calificación. Identificar leads no calificados y asignarlos al flujo de nurturing automático para... 

    Wellspect HealthCare

    Charlotte, NC
    1 day ago
  •  ...Mutual Of Omaha Reverse Mortgage Loan Officer Join a winning team, with the brand recognition of a Fortune 300 company that has been...  ...Valid SAFE and state license or certification strongly preferred Sales experience preferred College degree preferred, but not... 
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours

    Mutual of Omaha Mortgage

    Charlotte, NC
    5 days ago
  • $102k - $208k

     ...Financial Recovery Representative III (C&I Specialty) The Financial Recovery Representative III (C&I Specialty) position is full-...  ...litigation, liquidation or the charge off of a loan. Work with loan officers to manage the borrowing relationship and participate in loan... 
    Full time
    Work at office

    Huntington

    Charlotte, NC
    2 days ago
  •  ...analytical support and acts as the primary liaison between Corporate Treasury and the Accounts Payable team. Responsible for analyzing and...  ...of unclaimed virtual credit card payments and other back‑office support functions. Works closely with AP and COE leadership on... 
    Daily paid
    Minimum wage
    Temporary work
    Casual work
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Vallen

    Belmont, NC
    2 days ago
  • Company Description Incorporated in 1997, Sonic Automotive, Inc. is one of the largest automotive retail retailers in the United States. We have two operating segments, consisting of franchised dealerships that represent over 25 different new vehicle brands, and EchoPark...

    Sonic Automotive

    Charlotte, NC
    4 days ago
  •  ...in advance and aligned with business needs. Physical Demands & Work Environment This position primarily operates in a professional office environment, requiring the ability to work at a desk for extended periods while using a computer, phone, and standard office equipment... 
    Work at office

    UES

    Pineville, NC
    4 days ago
  •  ...Now Hiring: Office Manager / Executive Assistant We’re seeking a highly organized, proactive, and people-focused Office Manager / Executive...  ...the central communication hub between leadership, operations, sales, accounting, and project teams Coordinate internal meetings,... 
    Work at office
    Immediate start

    Specialized Recruiting Group

    Charlotte, NC
    3 days ago
  •  ...reporting as required. Prepare and distribute basic financial and/or sales reports. Respond to inquiries from vendors, customers, and...  ...analytical and problem-solving skills. Proficient in Microsoft Office. Advanced Excel knowledge preferred. Strong attention to detail... 
    Work at office

    Staffmark

    Charlotte, NC
    2 days ago
  •  ...billing and accounts payable purposes. Assist in Month End and Year End Close. Physical Demands The individual typically works in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The employee is regularly... 
    For subcontractor
    Work at office

    Marand Builders

    Charlotte, NC
    3 days ago
  • At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry...
    Full time
    Local area

    KPMG

    Charlotte, NC
    10 days ago
  • $81.13k - $164.57k

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep...
    Full time
    Local area

    KPMG

    Charlotte, NC
    10 days ago
  • $20 - $23 per hour

     ...metrics to be used as part of the monthly financial reporting package What We're Looking For: ~1+ years of accounting or back office automotive dealership experience ~ Understanding of basic accounting principles ~ Ability to effectively prioritize... 
    Hourly pay
    Casual work

    Sonic Automotive

    Charlotte, NC
    3 days ago
  •  ...participate in Degrees at Work and fund our employees' college education! We encourage you to get involved with our community outside of the office as well whether you choose to participate in the Boys and Girls Club, Wounded Warriors, or Support Future Leaders, there is always... 
    Work at office

    Duke Chevrolet GMC

    Pineville, NC
    8 days ago
  • AvidXchange in Charlotte, North Carolina is looking for a Corporate Treasury Manager to lead cash and investment strategies. The ideal candidate will have over 5 years of experience in treasury management, strong analytical skills, and excellent communication abilities... 

    AvidXchange

    Charlotte, NC
    2 days ago
  • Accounting Analyst I Responsibilities: Conduct manual monthly audits of contractor invoices to identify and document incorrect charges. Prepare detailed findings reports breaking down penalties by charges, invoice number, penalty type, member code, region, and...
    For contractors

    Medix

    Charlotte, NC
    5 days ago
  • $102k - $208k

    Description Summary: The Financial Recovery Representative III (C&I Specialty) position is full-time and is responsible for developing...  ..., liquidation or the charge off of a loan. Work with loan officers to manage the borrowing relationship and participate in loan watchlist... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington National Bank

    Charlotte, NC
    3 days ago
  • $70k - $85k

     ...statements for Scout Motors Inc. non-consolidated entity Scout Motors Sales LLC. Financial Reporting: Support in preparing and analyzing...  ...in Charlotte, NC. This role requires 4 days per week in the office, with regular in-person meetings and events. Applicants should... 
    Full time
    Work at office
    Immediate start
    Flexible hours

    Scout Motors

    Charlotte, NC
    5 days ago
  • Auditor I - Accounting/Finance This position is responsible for manually auditing contractor invoices monthly and within a three-week period. This position will manually audit contractor invoices for **** to identify, record, and report incorrect contractor service ...
    For contractors

    eTeam

    Charlotte, NC
    2 days ago
  •  ...programs Experience with Thomson Reuters Accounting CS, Fixed Assets CS and UltraTax CS software preferred Proficiency with MS Office Suite required Job Duties: ~ Prepare and/or review monthly financial reporting packages for clients. ~ Prepare and... 
    Local area
    Flexible hours

    Kohari Gonzalez Oneyear & Brown

    Charlotte, NC
    5 days ago
  • $135k - $155k

     ...Treasury Manager This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday...  ..., Workday experience a plus ~ Proficiency with Microsoft Office products Compensation: This range reflects total cash... 
    Full time
    Temporary work
    Work at office
    Local area
    Immediate start
    Remote work
    Monday to Friday
    Flexible hours

    Red Ventures

    Charlotte, NC
    3 days ago
  • $60k - $70k

     ...within a fast-paced, service-based environment. Key Responsibilities Record and maintain all daily financial transactions, including sales, expenses, receipts, and payments Manage general ledger activity and ensure all entries are accurate and up to date Reconcile bank... 
    Contract work
    Monday to Friday

    LHH

    Charlotte, NC
    5 days ago
  •  ...entry-AR cash-balancing daily reports, etc. Approve to release sales orders placed on credit hold in the ERP system. Perform and...  ...Traits: Strong computer skills, including proficiency in MS Office products. Knowledge of ERP systems such as IFS, JD Edwards, and... 

    MRINetwork

    Belmont, NC
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Treasury Sales Officer III. Be the first to apply!