Treasury Sales Officer

Posted 12 Days Ago
Be an Early Applicant
2 Locations
In-Office
128K-230K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
The Treasury Sales Officer engages with healthcare clients, providing treasury solutions and strategic advice, while managing client relationships and driving sales growth.
Summary Generated by Built In

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Responsibilities:

  • Engage with complex Not-For-Profit Healthcare , Private Higher Education and 501c3 clients as their working capital, financial technology and operational advisor
  • Articulate and understand the healthcare environment with respect to reform and other industry issues – be able to engage in strategic conversation with C suite executives and Revenue Cycle teams
  • Actively participate and lead speaking engagements associated with key industry  organizations  - HFMA, NACUBO, etc…
  • Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc…)
  • Advise clients on payments, receipts, liquidity, card solutions, revenue cycle solutions and  eCommerce
  • Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
  • Create a strategic plan to foster growth of existing portfolio and acquisition of new clients
  • Drive expansion of Solutions Per Relationship (SPR)
  • Ensure client satisfaction through prompt, high impact engagement and superior service levels. Create ongoing market strategy to sustain successful execution of business objectives
  • To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical

Job Qualifications:

  • 6+ years of prior treasury sales and card solutions experience preferably in healthcare banking /revenue cycle
  • BA/BS Degree or equivalent work experience
  • Excellent communication (verbal and written) and presentation skills
  • Excellent sales, negotiation and advisory skills
  • Strong time management, organizational and planning skills
  • Strong partnering skills
  • Experience navigating large matrixed banking environment
  • Strong command of Treasury products
  • Ability to manage clients across a geography
  • Ability to manage multiple priorities

Skills:

  • Account Management
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Critical Thinking
  • Portfolio Analysis
  • Presentation Skills
  • Relationship Building
  • Sales Strategy
  • Coaching
  • Collaboration
  • Oral Communications
  • Prioritization
  • Prospecting

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Pay and benefits information

Pay range$127,500.00 - $230,000.00 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.

Top Skills

Treasury Products
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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth.

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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