Regional Treasury Sales Officer II

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 product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Responsibilities:

This is a Client-facing role with regional responsibility for developing and expanding cash management relationships across GCB in LatAm. This person is responsible for prospecting with GCB HQ clients in the US to bring new logo opportunities to Brazil and Mexico in coordination with global TSOs and RMs.

Regional Treasury Sales Officer (RTSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Commercial Banking (GCB) clients by working with US Treasury Sales Managers and Officers to target the HQ of the companies in the US and facilitate sales leads for the local teams in Brazil and Mexico so they can complete the sale and implement the client. They will partner also with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.  This is a Client-facing role with regional responsibility for developing and expanding cash management relationships across GCB in LatAm.

• The RTSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• The RTSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
• The RTSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech and innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   

• Manages and actively pursues treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-fa