Treasury Sales Officer II - Global Payment Solutions - FIG Financial Institutions and Governments - Insurance & Speciality Finance
$133.2k - $235kBank 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 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. Join us!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 challenges.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.Responsibilities:This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution - Insurance and Specialty Finance clients and prospects covered by the Global Payment Solutions Team. 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..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 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:5 years of Treasury Sales Officer ExperienceAbility to Travel between up to 40% 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 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:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInternational Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experienceStrong understanding of and prior experience supporting a range of Non Bank Financial Institution (NBFI) client segments, including—but not limited to—Insurance, Mortgage and Title and Leasing.Inclusive 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: 40Pay Transparency detailsUS - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)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.SummaryLocation: New York; ChicagoType: Full time
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$108k - $160k
...help make financial lives better... ...to an in-office culture... ...supporting Global Transaction... ...emerging solution opportunities... ...product sales or industry... ...into treasury solutions... ...management, payments and receipts... ...the Global Government Division is... ...B.A. in finance, accounting...FinancialFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$107k - $133.5k
...purpose to help make financial lives better... ...to an in-office culture with specific... ...advances into treasury solutions for our clients globally - across all... ...liquidity management, payments and receipts,... ...:The Treasury Sales Client Officer... ....S. or B.A. in finance, accounting,...FinancialFull timeWork experience placementWork at officeWork from homeShift workDay shift- ...to help make financial lives better... ...to an in-office culture with... ...advances into treasury solutions for our clients globally - across all... ...management, payments and receipts... ...supply chain finance, FX and... ...The Treasury Sales Officer (TSO... ...Sales team Own special projects ,...FinancialWork at office
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$220k - $240k
## FIG Insurance Coverage SVP/DirectorSolicitarremote... ...is a global company... ...as financiers, legal... ...Institutions Group (FIG... ...executives and Treasury teams,... ...(CIB) solutions. This role... ...Syndicated Finance, and... ...account plans, sales... ...Solvency II, NAIC standards... ...New York Office, the expected...FinancialWork at officeLocal areaShift work- Bank of America in New York is seeking a Treasury Sales Client Officer to manage and grow treasury revenue for a portfolio of Fortune 500 clients... ...you will present customized working capital and treasury solutions, coordinate across bank partners, and drive revenue...
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...Category: Institutional Sales,... ...lead a global proposals... ...influential financial... ...Proposals, Treasury & Trade Solutions at Citi... ...frameworks, and governance for... ...trade finance,... ...solutions, payments, escrow... ...in the office and 2 days... ...vision insurance plans... ...family.Special...FinancialFull timeContract workWork at officeRemote work2 days per week$110k - $125k
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...Title: Tax & Treasury - Manager (... ...experienced finance professional... ...reporting to the Global Controller.... ...signers, payment and cash-... ...developments into financial, cash-tax,... ...compliance, governance, and... ...on one-off solutions.About YouYou... ...Association of Insurance Commissioners...FinancialFull timeTemporary workLocal areaFlexible hours- ....P. Morgan Institutional Investment Solutions Institutional... ...(“IIS”) is a highly specialized global team of seasoned... ...for Family Offices, Endowments... ...or broader financial services... ...addition to sales / pitch experience... ...and government clients under... ...wealth or finances to better define...Financial
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PIMCO is a global leader in active fixed... ...nontraditional solutions for companies that need financing and investors who... ...our clients. FINANCIAL INSTITUTIONS AT PIMCO The FIG PM team reports... ...dedicated to covering insurance companies and... ...with compliance officers and account...FinancialWork at officeFlexible hours$100k - $125k
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$100k - $170k
...wealth funds, insurance companies,... ...foundations, financial advisors and... ...Investment Solutions (WIS) team within... ...as well as institutional investors... ...a leading global investment banking... ...we maintain offices around the... ...personal finance offerings and... ...with special needs or disabilities...FinancialFull timeTemporary workPart time- ...Credit Product Lead (Payments, Liquidity... ...the heart of a global financial institution? Then bring your... ...horizontal ownership and governance across five... ...Working Capital Solutions (TWCS / Trade),... ...Private medical insurance packages to suit... ...Parental Leave Special discounts for...FinancialFull timeCasual workWork from home
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...Mitsubishi UFJ Financial Group (... ...an MUFG office or client... ...a Treasury Relationship... ...Financial Institution clients,... ...including large insurance companies... ..., and payment networks.... ...treasury solutions while... ...Treasury Sales strategy... ...appropriate governance forums... ...Ordinance, (ii) the City...FinancialFull timeContract workWork at officeLocal areaRemote work- ...development, inspiring solutions, and shaping the... ...in Agentic Treasury Services, you... ...one of the oldest financial institutions, offers... ...institutional and government clients under the... ...they bring to our global workforce are directly... ...services and payments. Corporations, governments...Financial
$175k - $350k
...Banking & Insurance Compensation... ...Sales The Opportunity... ...a senior Financial Services... ...financial institutions modernize... ...integration solutions into... ...such as: Treasury Management Payments and Payments... ...Trade Finance Banking... ...joining a global Financial...Financial- ...within the Special Credits... ...evaluate complex financial and legal... ...structure solutions, and... ...through loan sale; Prepare... ...corporate finance, credit and... ...financial institutions, offers innovative... ...and government clients... ...bring to our global workforce... ...and payments. Corporations...Financial
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