Treasury Sales Officer II

at  Bank of America

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 OVERVIEW

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.

JOB DESCRIPTION

The Global Transaction Services management team is looking for a Treasury Sales Officer (TSO) in Montreal for Large Corporate Clients, who will report to the Treasury Sales Executive responsible for the Large Corporate GPS business for Canada. 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.

QUALIFICATIONS

• Minimum of 5-7 years in corporate or commercial banking sector, preferably in treasury sales and exposure to a global client base
• Bachelor’s degree or equivalent work experience
• Strong interpersonal skills and ability to create long term relationships with customers and internal business partners
• Ability to manage multiple projects simultaneously while meeting associated deadlines
• Solid organizational skills and ability to prioritize workload from diverse sources
• Excellent verbal and written communication skills with the ability to clearly and convincingly articulate complex ideas and concepts
• Bilingual in English and French. As an international company with clients, employees, and contractors located around the world, English is required to work as a Treasury Sales Officer with Bank of America’s internal and external stakeholders

SKILLS:

• 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

DESCRIPTION DU POSTE

L’équipe de gestion des services de transactions mondiaux est à la recherche d’un directeur ou d’une directrice des ventes de trésorerie (DVT) à Montréal pour les clients des grandes entreprises. Il ou elle relèvera du directeur ou de la directrice des ventes de trésorerie responsable des activités GPS des grandes entreprises pour le Canada. Le ou la titulaire de ce poste est responsable de la livraison de solutions de trésorerie intégrées aux clients actuels et potentiels, qui peuvent être aux États-Unis (É.-U.) ou ailleurs dans le monde. Ses principales responsabilités comprennent la gestion active et la poursuite des flux de revenus de trésorerie, ainsi que l’augmentation de la pénétration des produits dans un portefeuille attribué et le partenariat étroit avec les coéquipiers en contact avec la clientèle, dans le but de consulter les occasions de vente. Les attentes liées au poste comprennent la connaissance des produits, afin d’offrir la meilleure solution possible répondant aux besoins de la clientèle actuelle et potentielle.

QUALIFICATIONS

• Minimum de 5 à 7 ans d’expérience dans le secteur bancaire d’entreprise ou commercial, de préférence dans les ventes de trésorerie et avec une exposition à une clientèle mondiale
• Baccalauréat ou expérience de travail équivalente
• Solides aptitudes pour les relations interpersonnelles et capacité d’établir des relations à long terme avec les clients et les partenaires d’affaires internes
• Capacité de gérer plusieurs projets simultanément, tout en respectant les échéances
• Solides compétences organisationnelles et capacité d’organiser la charge de travail provenant de diverses sources selon les priorités
• Excellentes aptitudes pour la communication verbale et écrite et capacité d’exprimer clairement et de façon convaincante des idées et des concepts complexes
• Bilinguisme en anglais et en français. En tant qu’entreprise internationale pourvue de clients, d’employés et d’entrepreneurs situés dans le monde entier, l’anglais est requis pour travailler en tant que directeur ou directrice des ventes de trésorerie avec les parties prenantes internes et externes de Bank of America

• Actively manage revenue growth for the portfolios of customers and ensure targets and goals are met
• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables