Bank of America Treasury Sales Officer in San Francisco, California
Responsible for delivery of integrated treasury solutions to U.S. Trust clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
Responsible for coordinating and directing treasury management activities for U.S. Trust clients; including development of new treasury management business, expansion of existing business relationships and maintaining current client relationships
Leads risk assessment associated with potential solutions
Ensures that other client team members are informed of client needs and of the solutions to meet those needs
Leads pricing and negotiation of treasury products to optimize relationship profitability
Communicates non cash management client needs to other key partners including product and support partners as appropriate
Territory will be the West Region, United States
Minimum of 5+ years of Treasury/Cash Management Sales experience; preferred candidates will have experience selling to Business Banking clients.
BA Degree Required (Business, Accounting or Finance preferred)
Excellent communication, presentation, interpersonal and organizational skills
Proven ability to successfully prospect for new leads/clients
Proven ability to develop an independent viewpoint and present a business case to support conclusions
Ability to thrive in a high pace environment and capable of solving problems with little direction,
Excellent interpersonal skills
Proven experience working in a team environment with an ability to help influence partners with diverse views towards a consensus
Ability to help influence constituencies with diverse views towards consensus
Deep knowledge of Working Capital Advisory and Treasury Management Solutions
CTP designation and/or MBA a plus
Previous experience working with Ultra High Net Worth/Private Bank clients
Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.
Posting Date : 07/02/2018
San Diego, CA, 701 B ST (CA0816),
San Francisco, CA, 555 California St (CA5705),
Los Angeles, CA, BANK OF AMERICA PLAZA, 333 S HOPE ST,
- United States
Travel : Yes, 50% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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