Welcome to Bank of America! We are currently seeking a highly motivated and driven individual to join our team as a Treasury Sales Client Officer. In this role, you will be responsible for developing and managing relationships with our corporate and commercial clients, providing them with customized treasury solutions to meet their financial needs. As a trusted advisor, you will play a crucial role in growing our business and strengthening our client base. The ideal candidate will possess a strong background in treasury sales, excellent communication skills, and a passion for delivering exceptional client service. If you are looking for a challenging and rewarding career in the banking industry, this may be the perfect opportunity for you.
- Develop and maintain relationships with corporate and commercial clients, serving as their primary point of contact for all treasury-related inquiries and needs.
- Identify and understand clients' financial objectives and provide tailored treasury solutions to meet their specific needs.
- Collaborate with internal teams to ensure seamless delivery of treasury products and services to clients.
- Proactively identify opportunities to cross-sell and upsell treasury solutions to existing clients.
- Stay updated on industry trends and changes in the market to effectively advise clients and anticipate their needs.
- Meet and exceed sales targets and goals to contribute to the growth of the bank's treasury business.
- Conduct regular reviews and analysis of client accounts to identify potential risks and recommend appropriate solutions.
- Provide exceptional customer service by responding promptly and effectively to client inquiries and concerns.
- Prepare and deliver presentations to clients, showcasing the bank's treasury products and services.
- Maintain accurate and up-to-date records of client interactions and transactions.
- Comply with all banking regulations, policies, and procedures to ensure a high level of ethical and professional conduct.
- Act as a brand ambassador for the bank, promoting its products and services to potential clients.
- Continuously monitor and analyze competitor activities to identify potential opportunities and threats.
- Work collaboratively with other team members and departments to ensure a cohesive and efficient approach to client service.
- Strive for continuous personal and professional development by participating in training and learning opportunities provided by the bank.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients
Bachelor's Degree In Finance, Business, Or A Related Field
Minimum Of 3 Years Experience In Treasury Sales Or Corporate Banking
Strong Understanding Of Financial Markets And Products, Including Cash Management, Foreign Exchange, And Risk Management
Proven Track Record Of Meeting Sales Targets And Driving Revenue Growth In A Financial Services Environment.
Financial Analysis
Networking
Market Research
Product knowledge
Negotiation
Relationship Management
Risk assessment
Client communication
Sales Strategy
Client Retention
Cross-Selling
Industry Knowledge
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Treasury Sales Client Officer is $60,000 to $110,000 per year. However, this can vary depending on factors such as location, experience, and the specific company and industry. Some higher paying positions in this field can earn upwards of $150,000 per year.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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