Treasury Sales Client Officer II
Company: Disability Solutions
Location: Los Angeles
Posted on: April 20, 2024
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Job Description:
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, 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 being 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. Join us!Job Description:Treasury Sales Client Officer
is responsible for delivery of integrated treasury solutions to
Private Bank clients. Partner closely with client-facing teammates
to consult on sales opportunities and provide the product expertise
and consultation necessary to deliver the best possible solution to
the client. TSCO is an extension of the Private Bank team working
with Private Bank clients which typically include Family Offices,
Real Estate, Private Equity and Business Owners.In this hybrid
junior sales/treasury analyst role, key responsibilities include
actively managing and pursuing treasury revenue streams along with
increasing product penetration across an assigned portfolio;
partnering closely with client-facing teammates to consult on sales
opportunities; as well as providing product expertise to deliver
the best possible solution that meets the objectives of the
client/prospect.Responsibilities:--- Drives responsible revenue and
balance sheet growth, profitability improvement, client calling
(typically virtual) and planning, portfolio development, pricing
strategy, proposal responses, and leading client facing treasury
presentations--- Partners with bankers, onboarding, servicing, and
product specialists across the enterprise to develop and implement
customized treasury solutions by identifying solutions based on
client-focused cost/benefit analysis and bank-focused profitability
analysis--- In partnership with Private Bank, leads pricing and
negotiation discussions with the client for treasury management
products to optimize relationship profitability and YoY growth---
Fosters digital adoption by driving mobile, and digital payments
adoption and manages strategic dialogues around key client centric
issues - leveraging best practices, peer benchmarking, industry
data analytics and solutioning positioning--- Collaborates coverage
with Treasury Sales Analysts (TSA) and Treasury Sales Officers
(TSO) in day-to-day support of client deliverables, with direct end
to end coverage responsibilities for less complex and/or mature
existing Private Bank relationships to ensure strong client
coverage and identify new opportunitiesRequired Skills: "Must" have
these skills to be minimally qualified.Minimum 4+ years of
Treasury/Cash Management Sales experience Excellent communication,
presentation, interpersonal and organizational skills.--- Authentic
and Passionate: Seeking a highly engaged teammate whose intensity
and intentions align and are enthusiastic about the work we are
doing for our clients and in our communities--- Confident and
Agile: Seeking a strong communicator who values giving and
receiving feedback, easily builds relationships, and who is quick
thinking, flexible, and always learning and sharing knowledge;
Sense of urgency is paramount.--- Bachelor's degree or equivalent
work experience.--- Intellectually curious and motivated to
continuously improve processes--- Sales and client relationship
experience* Working knowledge of treasury management products and
services--- Excellent verbal/ written communication and
presentation skills--- Proven negotiation and active listening
skills--- Excellent critical/strategic thinking and problem
resolution skills--- Successfully demonstrates creative thinking
while adhering to guidelines--- Strong business/financial acumen---
Effectively manages competing priorities in an organized fashion
while maintaining a consistent level of client satisfaction;
self-sufficient and takes initiative--- Successfully maneuvers
throughout the enterprise--- Proactively engages all internal
partners for sales opportunities--- 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*Certified Treasury
Professional certification or equivalent a plus Other Skills:
Keywords: Disability Solutions, Los Angeles , Treasury Sales Client Officer II, Accounting, Auditing , Los Angeles, California
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