Treasury Sales Client Officer

2 weeks ago

Toronto, Canada Bank of America Full time

Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market.

**GTS 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.

**Description**
Reporting to the Head of Global Transaction Services Canada for the Global Commercial Banking segment, we are looking for a Treasury Sales Client Officer (TSCO) in Toronto for Global Commercial Bank clients. This TSCO will coordinate their client activities with global and regional support partners, as required, to ensure that both client and bank objectives are effectively met.

To be successful in the role, the TSCO must maintain a strong client focus, and must build a strong internal network across the region. The TSCO will be required to manage multiple competing priorities with an understanding of the bank, the operational aspects of the products and services, and the key risks to the institution.

**Responsibilities**
- Manage and grow an existing portfolio of commercial banking clients with low/medium complexity for Global Treasury related solutions
- Act as the main client coverage for Global Treasury related needs, facilitating all aspects of the client and bank requirements including Implementation and Client Service coordination, pricing and billing changes and client selection
- To be successful in the role, TSCO must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
- Schedule and perform client portfolio reviews, and cross sell Treasury products and services as needed
- Leverage tools, systems and resources to ensure appropriate understanding and ensure accuracy within these client relationships and the wider portfolio
- Clear any implementation obstacles in order to maintain client momentum and speed time to revenue
- Review competitive and client data to compare pricing across a portfolio to maintain optimal profitability
- Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
- Participate in and lead solution and capabilities demonstrations when requested by key clients
- Demonstrate knowledge of all treasury management products to recognize opportunities for efficiency
- Proactively broaden product knowledge and remain current with product, business partner and market trends and updates
- Develop strong working relationship with partners; share ideas and best practices within GTS Sales team
- Own ad hoc projects

**Behavioral Qualifications**

**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

**Qualifications**
- Four (4) to five (5) years of experience in corporate or commercial banking sector, preferably in treasury sales with exposure to Canada, US and international treasury management
- Undergraduate degree
- Knowledge of cash management and familia

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