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Bank of America
Treasury Sales Client OfficerBank of America • Winnipeg, Canada
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Treasury Sales Client Officer

Treasury Sales Client Officer

Bank of America • Winnipeg, Canada
13 days ago
Job type
  • Full-time
Job description
Job Description

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Reporting 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

Manage and grow treasury revenue across a portfolio of Global Large Corporate clients operating in Canada, spanning multiple industry verticals.

Be accountable for revenue growth, client planning, client engagement, portfolio development, pricing strategy, and the development and delivery of proposals and presentations.

Maintain a strong client focus and partnership, primarily delivered through virtual engagement, while providing treasury expertise, thought leadership, and a broad understanding of the bank’s structure and global cash management products and services to identify opportunities for efficiency.

Demonstrate strong interpersonal skills and sound financial acumen.

Proactively expand product knowledge and remain current on evolving solutions, market trends, and industry developments. Effectively represent the voice of the client to product partners and across the broader organization.

Build strong relationships with internal partners and collaborate effectively within the GPS Sales team, sharing ideas and best practices.

Manage and deliver ad hoc projects as required.

Qualifications

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

Minimum 5 years of experience in comparable role

Proven business development and relationship management skills with a corporate client set

Excellent verbal/ written communication and presentation skills

B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred

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

Ability to travel at least 5% of the time. Most calling will be virtual in nature.

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 Qualifications

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

What Bank of America Offers Bank 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.

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.

Shift Hours Per Week: 37.5

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Treasury Sales Client Officer • Winnipeg, Canada

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