Treasury Sales Client Officer – Large Corporates

Bank of America

Job title:

Treasury Sales Client Officer – Large Corporates

Company

Bank of America

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!Global Payments Solutions OverviewAt 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.Job DescriptionReporting to the Head of Canada Global Payments Solutions the Treasury Sales Client Officer (TSCO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current & prospective fortune 500 global companies across the Large Corporate sectors. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade & Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives.Responsibilities

  • The TSCO will be responsible for managing and growing treasury revenue across their own portfolio of Global Large Corporate clients doing business in Canada, across different Industry verticals.
  • The TSCO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery.
  • The TSCO will maintain an intense client focus & client partnership primarily delivered virtually (vs. in-person). TSCOs deliver treasury expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency.
  • The TSCO will possess strong interpersonal skills and appropriate financial acumen.
  • Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise.
  • Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team.
  • Own ad hoc projects.

Requirements:

  • Minimum +5 years of experience in similar roles.
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred
  • Ability to travel at least 5% of the time. Most calling will be virtual in nature.
  • Proven business development and relationship management skills with a corporate client set.
  • Excellent verbal/ written communication and presentation skills.
  • Proven negotiation and active listening skills with strong executive presence.
  • Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
  • Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends.

Behavioral Qualifications

  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.
  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about 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 communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Desired Skills:

  • Intrinsically motivated to continuously improve processes and/or one’s own education
  • Ability to lead small groups while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other Associates
  • Certified Treasury Professional certification or equivalent Account Management

What Bank of America OffersBank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence – in everything we do, every time we do it – we deliver the full value of Bank of America for our clients, our shareholders and our employees.Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.Bank of America is an Equal Opportunity Employer.Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Expected salary

Location

Toronto, ON

Job date

Wed, 26 Feb 2025 04:23:49 GMT

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