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Treasury Sales Officer Ii

2 weeks ago


Montréal QC, 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 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.

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.

**Responsibilities**
- 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

**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**:

- Accou