Treasury Sales Officer Ii (private Banking) - Bank Of America - San Francisco, Ca

Bank of America

San Francisco, CA, US
Base: $105,000.00 - $225,000.00 annualized; bonus/...
On-site
10+ years treasury/cash management sales experience
Private bank client selling experience
Strong communication and presentation skills
The role is responsible for delivering integrated treasury solutions to Private Bank clients including Family Offices and Real Estate firms

Job Summary

  • The role is responsible for delivering integrated treasury solutions to Private Bank clients including Family Offices and Real Estate firms.
  • Employees are eligible for an annual discretionary award based on individual performance results and the overall success of the Company.
  • The position requires partnering closely with client-facing teammates to consult on sales opportunities and provide product expertise.

Matching Summary

The role is responsible for delivering integrated treasury solutions to Private Bank clients including Family Offices and Real Estate firms.

Salary

Base: $105,000.00 - $225,000.00 annualized; Bonus/Equity: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 10+ years Treasury/Cash Management Sales Experience
  • Private Bank client selling experience
  • Strong communication and presentation skills

Nice-to-have

  • Intellectually curious and motivated to improve processes
  • Proven negotiation and active listening skills
  • Creative thinking while adhering to guidelines

Key Requirements

  • Minimum 10+ years of Treasury/Cash Management Sales Experience
  • Bachelor's degree or equivalent work experience
  • Experience selling to Private Bank clients

Work Rights

Not specified

Tailored Resume

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