Treasury Sales Officer II

Company: Disability Solutions
Location: Boston
Posted on: October 29, 2024

Job Description:

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.Responsibilities:

• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted 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.Required Skills:
  • Strong command of Treasury products/5+ years experience
  • Strong treasury sales skills, relationship management skills and extensive product knowledge
  • Experience navigating large matrixed banking environment
  • Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical
  • 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, time management, organizational and planning skills
  • Ability to manage clients across a geography and ability to manage multiple priorities
  • B.S. or B.A. in finance, accounting, management, another undergraduate degree preferred or equivalent work experienceAdditional qualifications:
    • For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
    • Prior Card solution experience a plus
    • Certified Treasury Professional a plusShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500)Pay and benefits informationPay range$125,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Disability Solutions, Leominster , Treasury Sales Officer II, Accounting, Auditing , Boston, Massachusetts