Treasury Sales Officer II - Healthcare Not For Profit - Higher Education
$133.2k - $235kNational Black MBA Association
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. 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 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 Profit Healthcare companies. 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 The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client 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. Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor. Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams. Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc). Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce. Engage with driven and experienced client teams to keep momentum going with existing clients and prospects. Drive 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. 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, 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 10% 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 For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus 5+ 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 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. 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 - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375), US - OH - Columbus - 8890 Lyra Dr - Polaris (OH4675) Pay and benefits information 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. #J-18808-Ljbffr National Black MBA Association
$133.2k - $235k
...committed to an in-office culture with... ...technology advances into treasury solutions for our... ...: The Treasury Sales Officer (TSO) is responsible... ...and bank focused profitability analysis... ...Prospecting Minimum Education Requirement: High... ...home posture does not make you ineligible...SuggestedWork at officeWork from homeFlexible hoursShift workDay shift$108k - $160k
...community college education, or a wide range of... ...to an in‑office culture that supports... ...technology advances into treasury solutions for our... ...: The Treasury Sales Officer (TSO) will... ...for revenue growth, profitability, client planning,... ...Solutions Advisor II: FDIC, Safe Act/Loan...SuggestedWork at officeFlexible hoursShift workDay shift- Bank of America is seeking a Treasury Sales Officer to lead revenue growth and product penetration for a portfolio of healthcare and higher education clients. You will engage with C-suite executives and treasury teams, coordinating with product, sales, and client relationship...Suggested
- ...hours per week at the Liz Carter Center in Cincinnati. The ideal candidate has a bachelor’s degree in accounting, 3-5 years of not-for-profit accounting experience, strong Excel skills, and excellent communication. Not-for-profit experience is a plus. #J-18808-Ljbffr...SuggestedPart time
- Bank of America is seeking a Treasury Sales Officer to grow revenue across a portfolio of Large Corporate TMT clients and partner with bankers... ..., and proactive relationship management to achieve YoY profitability while managing risk in a dynamic environment. #J-18808-Ljbffr...Suggested
$101k - $192.6k
...Finance & Accounting Outsourcing practice and our expanding not-for-profit client portfolio. The successful candidate will partner with... ...supporting charitable organizations, foundations, associations, educational institutions, or other tax-exempt entities. Strong knowledge...Work experience placementLocal areaRemote work$28.85 - $31.25 per hour
...DESCRIPTION: The Staff Accountant II will be primarily responsible... ...and funding including but not limited to preparing monthly invoices... ...position is hybrid (3 days in office/ 2 days remote). REQUIREMENTS &... ...of accounting in a non-profit organization Experience and knowledge...Hourly payFull timeContract workWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hoursShift workDay shift$50k - $70k
...renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has... ...associates living within 30 miles of an office location to work remotely for part of the... ...Planning or similar platforms preferred, but not required. COMPETENCIES – SKILLS/...Temporary workWork at officeLocal areaRemote work3 days per week- ...Manager/Appraisal Manager II Barkley Financial... ...regulations and related education. Developing and maintaining... ...description is not intended to cover or contain... ...- and our promise, “A Higher Level of Service” always... ...success with you through Profit Sharing, Incentives,...Local areaWork from homeMonday to Friday
- ...Accounting Specialist II Full Time Clerical/Office Holland, MI, US 5... ...entries. Maintain received not invoiced... ...monthly manufacturing and sales expense recap reports... ...duties as assigned. EDUCATION and/or EXPERIENCE Bachelor’s degree (or higher) in accounting, finance...Full timeTemporary workWork at office
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- Supervisor, II Account WALMART GORDONVILLE VA Sun... ...employee stock options, profit-sharing, 401K,... ...What We’re Looking For: Education High school diploma or... ...routinely uses standard office equipment such as computers... ...The Company’spolicy is not to unlawfully discriminate...Work at officeRemote work
$69k - $75.6k
...Posting Title Internal Auditor II Agency 695 OKLAHOMA TAX... ...orally and in writing Microsoft Office Suite Ability To: Review and analyze... ...an equivalent combination of education and experience. Level II A... ...hours. This job description is not designed to cover or contain a...Full timePart timeWork at officeRemote workMonday to FridayFlexible hours- Cherry Bekaert LLP seeks an experienced accounting leader to manage outsourced accounting and financial reporting for not-for-profit clients. You will guide operations, oversee onboarding, and review deliverables while developing staff including offshore teams. You will...
$63.65k - $92.57k
...advance our mission. As a not-for-profit, we support patient... ...to be within the healthcare industry. As a member... ...Programs Actuarial Analyst II position will serve as... ...Proficiency in Microsoft Office, VBA, SQL, and SAS.... ...experience if applicable, education, certifications and...Full timeWork at officeRemote workMonday to FridayFlexible hoursShift work$25.08 - $33 per hour
...process. Accounting Specialist II - Operations Generalist... ...groups with an emphasis on public education or improving our local environment... ...necessary. Acts as the front office posting teller for the... ...institution experience is a plus but not required College degree...Hourly payFull timeWork at officeLocal area$31.2 - $41.06 per hour
Investment Accountant II The Investment... ...support work-papers. Educational Requirements University... ...based upon, but not limited to,... ...programs, non-annual sales incentive plans, or... ...a collaborative in-office environment where teams... ...who work at not-for-profits rely on our wide range...Work experience placementWork at office$62k - $74k
...goal; we know. But we make it happen with the best team in mental healthcare. Thank you for taking the time to explore a career with us. As... .... LifeStanceis an EEO/Affirmative Action Employer and does not discriminateon the basis ofage, race, color, religion, gender,...Full timeTemporary workLocal area- ## Accounting Analyst II/III \_ Gathering & Processing RevenueApplylocations... ....* Proficiency with Microsoft Office applications, including Excel.... ...show up in your day-to-day, not just on paper. Our Total... ...and support for continuing education* HSA and FSA options* Company-...Work at office
- *Note: This position is for a future program that has not been awarded yet. ProSync is seeking a passionate Financial Systems Analyst... ...State of Possible," RESPONSIBILITIES The Financial Systems Analyst II serves to support financial operations for the U.S. Navy customer...
$69.91k - $85.76k
...Innovations Accounting Analyst II primary responsibilities... ...cycle, including but not limited to cash,... ...department. Support income and sales tax audit, research,... ...proficient in Microsoft Office Suite with advanced Excel... ...authorization in the United States Education and/or Experience...Full timeWork experience placementWork at office- ...position is hybrid and does have in-office requirements Must be able to... ...: Pursuing minimum educational requirements for CPA licensure... ...EisnerAmper’s Tax Group does not only provide trusted and innovative... ...individuals, family offices, not-for-profit organizations, and...Work at officeLocal area
- Bank of America is seeking a Treasury Sales Officer to lead revenue growth and strategic client engagements across a portfolio of Middle Market firms. The role focuses on treasury solutions including liquidity management, payments, FX, and corporate card services, with...
- ...grow its Corporate Tax team across Ohio. Whether you're a Staff II , Senior Tax Associate , or an experienced tax professional ready... ...Clear path to Senior, Manager, and beyond Meaningful advisory work—not just tax compliance Ongoing mentorship and professional...Local areaRemote work
- ...planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think... ...as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7...Immediate startRemote workRelocation
$140k - $180k
...Controller (Healthcare Distribution) – Hybrid Salary Range: $140,000 – $180,000 + Bonus Our client is seeking a strategic and results... ...environments. This role is critical to driving cost efficiency and profitability. What You’ll Do Oversee accounting operations including cost...- ...Position Purpose The Healthcare Banking Program... ...new loan, deposit, treasury management, and fee... ...portfolio growth and profitability Requirements: Required Education and Experience Minimum... ..., and other office equipment. Ability... ...Position Description is not a complete statement...Bank staffWork at office
- ...accounts. Assist Private Banking Officers with portfolio management as needed including but not limited to resolving and... ...equivalent experience, preferred Level II Qualifications: Bachelor’s degree... ...: Verification of employment, education and other data provided by you on...
$44.7k - $84.5k
...vision insurance. 401K, continuing education opportunities and an employee... ...The Staff Accountant II position provides accounting,... ...Finance, Financial Reporting, Treasury, Financial Analysis, and Tax,... ...characteristic protected by law. We do not accept resumes from external...Bank staff$61.2k - $73k
...content# Job OpportunitiesAccountant II page is loaded## Accountant... ...to the Divisional Finance Officer for the College of Health Professions... ...work environment .## **Education:**Bachelor’s Degree in Business... ...cover letter and resume *will not be considered.*In instances...Work experience placementRemote work
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