Treasury Sales Client Officer Ii - Business Banking

Bank of America Merrill Lynch

Boston, MA, US
Base: $107,000.00 - $131,300.00 annualized; bonus:...
Fully remote
5 years treasury sales experience
Global cash management product knowledge
Client portfolio revenue growth
This role is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion

Job Summary

  • This role is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion.
  • The position requires coordinating complex Request for Proposal processes together with Treasury Sales teams and building partnerships with key client decision makers.
  • Employees are eligible for an annual discretionary award based on individual performance results and the overall success of the Company.

Matching Summary

This role is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion.

Salary

Base: $107,000.00 - $131,300.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 5 years treasury sales experience
  • Global cash management product knowledge
  • Client portfolio revenue growth
  • Request for Proposal coordination
  • Pricing and profitability management

Nice-to-have

  • Strategic planning and marketing plans
  • Data driven insights and presentations
  • Cross-sell opportunity identification
  • Process improvement initiatives
  • Deep understanding of bank structure

Key Requirements

  • Bachelor's Degree or Equivalent
  • 5 years prior treasury sales experience
  • Ability to travel up to 5%

Work Rights

Not specified

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