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Sr. Treasury Sales Officer II / III

Company: Disability Solutions
Location: New York
Posted on: June 11, 2024

Job Description:

Job Description: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 with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M), complex portfolio of current and prospective global clients in the FinTech and Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Responsibilities include:

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions
  • Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio.
  • Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
  • Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
  • Be a 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 and industry data analytics
  • Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client eventsRequired Skills:
    • Successful history of direct and comprehensive treasury management sales experience
    • Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment
    • Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts
    • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
    • 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 close team member in a fast paced environment
    • Broad and deep familiarity with global treasury management products, services and trends
    • Strong Executive presence both internally/externally with ability to lead C- suite meetings
    • Minimum 8 years of relevant experience in banking, treasury, and/or finance
    • Ability to travel approximately 50% of the timeInclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgroundsAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work weInnovative 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 quoDesired Skills:
      • B.S. or B.A. Degree
      • Deep understanding and prior experience supporting the Fintech/ Payment Provider client segment
      • Certified Treasury Professional certification or equivalentMinimum Education Requirement: NullShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, New York , Sr. Treasury Sales Officer II / III, Sales , New York, New York

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