Treasury Sales Officer II- Global Payment Solutions - Paytech
$133.2k - $235kBank of America
Executive Summary 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Job Overview This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Responsibilities: This job is responsible for the delivery of integrated treasury solutions to Financial Institution and Government clients and prospects covered by the Global Commercial Bank. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Lead strategic client dialogue around payments, modernization, industry trends, client‑centric issues, best practices, peer benchmarking, data analytics and solution positioning 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 Partners 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 analysis 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. Responsibilities This job is responsible for the delivery of integrated treasury solutions to Financial Institution and Government clients and prospects covered by the Global Commercial Bank. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Lead strategic client dialogue around payments, modernization, industry trends, client‑centric issues, best practices, peer benchmarking, data analytics and solution positioning. 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. Partners 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 analysis. 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 20% of time including long day and some overnight travel. Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends. Knowledge of fintech and Paytech industry, including ecosystem participants such as processors, gateways, merchant acquirers, card networks, wallets, issuing platforms, banks, non‑bank financial institutions and technology providers. 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 seize as needed. Demonstrates 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 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. 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 For internal employees; participation in a work from home posture does not make you ineligible to post. Shift Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and Benefits Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay range $133,200.00 - $235,000.00 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. Privacy Statement Privacy Statement: Company Values At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our teammates, customers, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to becoming a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Our Values Learn about our four values that represent what we believe. Pay Transparency Pay Transparency: #J-18808-Ljbffr Bank of America
$133.2k - $235k
...committed to an in-office culture that... ...experts supporting Global Transaction Services... ..., and/or emerging solution opportunities with... ...participating as the product sales or industry expert... ...Healthcare Group Treasury Sales Officer (TSO... ...and real time payments adoption, manage...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...committed to an in-office culture that... ...experts supporting Global Transaction Services... ..., and/or emerging solution opportunities with... ...participating as the product sales or industry expert... ...Healthcare Group Treasury Sales Officer (TSO... ...and real time payments adoption, manage...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
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