Treasury Sales Manager III - Commercial Real Estate

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 Description:

This job is responsible for leading a team of Treasury Sales Officers (TSOs), Treasury Sales Client Officers, Treasury Sales Associates, and Analysts supporting Commercial Real Estate Clients in the central and western US. Understanding the working capital flows of real estate private equity, real estate operating companies, real estate investment trusts, and real estate property managers is a key attribute.  The ability to partner with market executive to create and execute growth strategies and tactics across the markets will be critical to the success of this role.

Responsibilities:

• The Treasury Sales Manager (TSM) is responsible for leading the team actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Real Estate Clients in the Central and Western US.
• Manages the execution of revenue and balance sheet growth, profitability improvement, effective client calling and planning, portfolio development, pricing strategy, proposal responses, and presentations
• Consults and strategizes across Sales, Client Services and Fulfillment, Operations, Risk, Legal and Compliance, and Marketing to drive client-based solutions and coordinate complex proposals and client presentations with the Treasury Sales Officer
• Drives the Treasury Solutions presentations during a relationship review, as well as risk assessment associated with potential client-based solutions
• Provides strategic guidance and influence in annual Client Planning conversations based on core relationships and top-prospective clients
• Maintains client relationships and identifies business opportunities through effective interaction with internal business partners and effectively cross selling other products and the bank’s global capabilities
• Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events
• Promotes team leadership through presenting a strategy for the team, coaching, and leading through example, while encouraging teamwork, communication, and collaboration

Managerial Responsibilities:

 This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications

• 10+ years of Treasury Management/client facing experience
• Intellectually curious and motivated to continuously improve processes
• Sales and client relationship experience
• Excellent verbal/ written communication and presentation