Bank of America बैंकिंग, वित्त और फिनटेक के क्षेत्र में कार्य करने वाली एक वैश्विक वित्तीय संस्था है। इसकी सेवाओं में व्यक्तिगत बैंकिंग, छोटे व्यवसायों के लिए सहायता, धन प्रबंधन, निवेश सेवाएँ और व्यक्तियों, व्यवसायों तथा संस्थानों के लिए पूंजी बाजारों तक पहुँच शामिल है। कंपनी टिकाऊ वित्त, विविधता पहलों और सामुदायिक विकास कार्यक्रमों के माध्यम से जिम्मेदार विकास पर भी ध्यान देती है।
Treasury Sales Client Officer II – Bank of America, Charlotte (Onsite)
Manage Middle Market treasury relationships for Bank of America in Charlotte. Drive revenue growth through cash-management solutions, client advice, and portfolio development.
विवरण
- Own daily relationships with Middle Market clients
- Protect existing revenue while expanding solution adoption and identifying growth opportunities
- Oversee pricing, profitability, and direct client outreach by phone and web
- Provide integrated treasury solutions across an assigned client portfolio
- Support sales pursuits with client-facing partners through product guidance and consultation
- Manage treasury revenue streams and expand product penetration within the portfolio
- Coordinate fulfillment requests and recurring relationship review meetings
- Spot process gaps, recommend improvements, and monitor relevant industry initiatives
- Find new opportunities that support revenue, profitability, and clients’ strategic and tactical priorities
- Create data-informed client insights and presentations covering risk reduction, working capital, and payment and receipt digitization
- Use the Client Management Process to strengthen and expand client relationships
- Develop productive partnerships with internal teams and key client decision makers
- Conduct account and portfolio business reviews
- Route service and fulfillment needs to the appropriate teams and provide timely status updates
- Maintain client pricing, verify billing accuracy, and resolve escalated issues
- Use account analysis and ongoing client engagement to uncover cross-selling opportunities
- Safeguard and expand treasury revenue
आवश्यकताएँ
- At least three years of treasury sales experience
- Strong product knowledge and financial judgment
- Expert written, verbal, and presentation skills, with the ability to influence internal and external stakeholders
- Ability to interpret data and proactively recognize trends and opportunities
- Highly organized approach to prioritizing and balancing multiple sales activities
- Thorough knowledge of bank structures and the operating model for global cash-management products and services
- Ability to apply risk guidelines to identify, manage, and escalate potential risks
- Knowledge of the bank network and effective cross-functional partnership skills
- Bachelor’s degree in finance, accounting, management, or another undergraduate discipline preferred
लाभ
- Flexible benefits designed to be affordable and competitive
- Resources supporting physical, emotional, and financial well-being
- Opportunities for learning, professional growth, and meaningful contribution
- In-office environment focused on collaboration, engagement, and career development
- Full-time schedule of 40 hours per week