Treasury Sales Officer II (Private Banking)

Company: Disability Solutions
Location: San Francisco
Posted on: November 14, 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, Daly City , Treasury Sales Officer II (Private Banking), Sales , San Francisco, California