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Bank of America Treasury Sales Officer I in Oakland, California

Treasury Sales Officer I

San Francisco, California;Oakland, California

Job Description:

• Engage with complex For-profit and Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and operational advisor.

• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic converstion 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 P2E and digital strategies involving 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.

Required Skills

Excellent creativity with communication (verbal and written) and presentation skills

• Excellent sales, negotiation and advisory skills

• Aptitude for embracing innovation and demonstrating how digitization can be value add

• Strong partnering skills• Strong time management, organizational and planning skills

• Experience navigating large matrixed banking environment

• Strong command of Treasury products/5+ years experience

• Ability to manage clients across a geography

• Ability to manage multiple priorities

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills

For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus

• Prior Treasury Sales experience a plus, 5+ years banking experience

• Prior Card solution experience a plus

• Certified Treasury Professional a plus "CTP"

Job Band:

H5

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

• Engage with complex For-profit and Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and operational advisor.

• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic converstion 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 P2E and digital strategies involving 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.

Required Skills

Excellent creativity with communication (verbal and written) and presentation skills

• Excellent sales, negotiation and advisory skills

• Aptitude for embracing innovation and demonstrating how digitization can be value add

• Strong partnering skills• Strong time management, organizational and planning skills

• Experience navigating large matrixed banking environment

• Strong command of Treasury products/5+ years experience

• Ability to manage clients across a geography

• Ability to manage multiple priorities

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills

For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus

• Prior Treasury Sales experience a plus, 5+ years banking experience

• Prior Card solution experience a plus

• Certified Treasury Professional a plus "CTP"

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22008865

Band: H5

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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