Treasury Sales Officer

2 weeks ago


Montréal, Canada Bank of America Full time

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 Transaction Services (GTS) provides integrated working capital management and treasury solutions to its clients around the world, including commercial and large corporations, multinationals, financial institutions and governments. GTS offers services that include treasury management, trade finance, foreign exchange, short term borrowings, liquidity management, card services and merchant services. Bank of America is the number-one treasury and trade provider in the US and a leading provider globally.

The Global Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Large Corporate entities. They will partner with Corporate Bankers, Liquidity, Payments, Collections, Foreign Exchange, Trade and Service partners to present customized treasury solutions that meet client objectives. The TSO will also partner with their cross regional sales teams outside NA to drive additional business in other jurisdictions, as the clients covered are global multinational corporations based in Quebec with business across multiple continents.

In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSO must maintain an open line of communication with core team members such as the Corporate Bankers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

**Responsibilities**
- Responsible for managing and growing an existing portfolio of corporate customers for Global Treasury related products
- Partner closely with client facing team (Canada corporate banking, Global Subsidiary corporate banking, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.
- Lead sales effort for various global transaction services solutions and products with existing and prospective clients
- Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions
- Actively manage revenue growth for portfolio of customers and ensure target and goals are met
- Provide management with market intelligence and feedback for GTS related line of business
- Be actively engaged in the industry within the Montreal and Ottawa market

**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

**Required Skills**:

- At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management
- Undergraduate degree required
- Bilingual in English and French. As an international company with clients, employees, and contractors loc



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