Senior Treasury Sales Officer - FIG Sales NA Investments and Securities
Listed on 2026-01-01
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Finance & Banking
Banking & Finance
Senior Treasury Sales Officer - FIG Sales NA Investments and Securities
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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.
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.
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 North America Investments and Securities team. 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- Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions
- Accountable and responsible for 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 Analysts and Associates 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, round tables and client events
- Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance
- 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
- Ability to travel approximately 50% of the time
- B.S/B.A Degree or equivalent work experience
- 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
Shift: 1st shift (United States of America)
Hours Per Week: 40
Seniority levelMid‑Senior level
Employment typeFull‑time
Job functionSales and Business Development
IndustriesBanking
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