Treasury Sales Officer II (Private Banking)
Company: Disability Solutions
Location: San Francisco
Posted on: September 28, 2024
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:This job is responsible for the
delivery of integrated treasury solutions to clients and prospects
that may be in the United States (US) or global. Key
responsibilities include actively managing and pursuing treasury
revenue streams along with increasing product penetration across an
assigned portfolio and partnering closely with client-facing
teammates to consult on sales opportunities. Job expectations
include providing product knowledge to deliver the best possible
solution to meet the client and prospect's needs.
- 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!Treasury Sales 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. TSO
is an extension of the Private Bank team working with the more
complex Private Bank clients which typically include Family Office,
Real Estate, Private Equity and Business
Owners.Responsibilities:--- Drives responsible revenue and balance
sheet growth, profitability improvement, client calling and
planning, portfolio development, pricing strategy, proposal
responses, and leading 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/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
and real time payments adoption and manages strategic dialogues
around key client centric issues - leveraging best practices, peer
benchmarking, industry data analytics and solutioning
positioning--- Leads, coaches and develops Treasury Sales Analysts
(TSA) and more junior Treasury Sales Officers (TSO) and Treasury
Sales Client Officers (TSCO) in day-to-day support of client
deliverables--- Maintains a strong client focus, treasury industry
expertise, client subsector expertise and broad understanding of
bank structureRequired Skills: "Must" have these skills to be
minimally qualified.
- Minimum 10+ years of Treasury/Cash Management Sales
- Experience selling to Private Bank clients
- 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
- Challenges the status quo
- 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.Desired Skills:
- Bachelor's degree or equivalent work experience.
- Intellectually curious and motivated to continuously improve
processes
- Sales and client relationship experience
- Strong 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
- Demonstrates the 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
- 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 environmentThis position
may also be filled as a Treasury Sales Officer IShift:1st shift
(United States of America)Hours Per Week: 40Pay Transparency
detailsUS - CA - San Francisco - 555 California St - Bofa Center -
555 California (CA5705)Pay and benefits informationPay
range$105,000.00 - $225,000.00 annualized salary, offers to be
determined based on experience, education and skill
set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
Keywords: Disability Solutions, San Francisco , Treasury Sales Officer II (Private Banking), Accounting, Auditing , San Francisco, California
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