Treasury Sales Client Officer Ii - Commercial Real Estate

Bank of America Merrill Lynch

Boston, MA, USA
Base: $107,000.00 - $131,300.00 annualized; bonus:...
Fully remote
5 years of prior treasury sales experience
Product and financial acumen
Strong presentation skills
The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions

Job Summary

  • The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions.
  • Employees are eligible for an annual discretionary award based on individual performance, line of business contributions, and overall company success.
  • The position requires a deep understanding of global cash management products and services along with the ability to identify cross-sell opportunities.

Matching Summary

The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions.

Salary

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

Skills & Requirements

Must-have

  • 5 years of prior treasury sales experience
  • Product and financial acumen
  • Strong presentation skills
  • Data-driven insights generation
  • Bank structure understanding

Nice-to-have

  • Understanding real estate private equity flows
  • Knowledge of REITs and property managers
  • Passionately curious and courageous mindset
  • Effective business partnering skills
  • Deep knowledge of bank network

Key Requirements

  • Bachelor's Degree in finance, accounting, or related field
  • 5 years of treasury sales experience
  • Ability to read and leverage data for trends

Work Rights

Not specified

Tailored Resume

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