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Treasury Sales Client Officer (TSCO) - Large Corporate Sales

AT Merrill
Merrill

Treasury Sales Client Officer (TSCO) - Large Corporate Sales

Atlanta, GA

Job Description:

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.

Reporting to the Head of US Treasury Sales Client Officers (TSCO) the 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.

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  • The TSCO will be responsible for managing and growing treasury revenue across their own portfolio of Global and US Domestic Large Corporate clients, 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.

Required Skills:

  • 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.
  • 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
  • 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
  • Minimum 3 years of experience in comparable role
  • Ability to travel at least 5% of the time. Most calling will be virtual in nature.
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred or equivalent work experience

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$105,000.00 - $116,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This 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.

Benefits

This 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.

Client-provided location(s): Atlanta, GA, USA; Houston, TX, USA; New York, NY, USA; Charlotte, NC, USA; Miami, FL, USA; Dallas, TX, USA
Job ID: Merrill-JR-25013026
Employment Type: Full Time