Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.
Bank of America Treasury Sales Client Officer II - Charlotte Hybrid
Manage Middle Market treasury client portfolios for Bank of America in a hybrid Charlotte role. Grow revenue, deliver cash management solutions, and strengthen client relationships.
Tavsif
- Manage daily relationships with Middle Market clients
- Retain and expand revenue while deepening solutions across client relationships
- Oversee pricing and profitability while conducting client calls by phone and web
- Deliver integrated treasury solutions across an assigned client portfolio
- Advise on sales opportunities and provide product expertise to client-facing colleagues
- Develop treasury revenue and increase product adoption across the assigned portfolio
- Coordinate fulfillment requests and recurring relationship review meetings
- Identify process inefficiencies, improvement opportunities, and relevant industry initiatives
- Drive revenue and profitability by uncovering opportunities and addressing strategic and tactical client needs
- Create data-based insights and client presentations covering risk reduction, working capital, and payment and receipt digitization
- Participate in the Client Management Process to develop new and existing relationships
- Build partnerships with internal teams and key client decision-makers
- Complete account and portfolio business reviews
- Route service and fulfillment requests to the appropriate teams and respond to client and partner needs
- Maintain client pricing and verify accurate billing for products and services
- Manage client escalations and communicate updates to internal teams
- Find cross-selling opportunities through account analysis and ongoing client engagement
- Protect and expand revenue
Talablar
- At least three years of treasury sales experience
- Strong product knowledge and financial acumen
- Expert verbal, written, and presentation skills, with the ability to engage and influence internal and external stakeholders
- Ability to interpret data and proactively identify trends and opportunities
- Strong organization and prioritization skills for balancing multiple sales activities
- In-depth knowledge of bank structures and the operational aspects of global cash management products and services
- Understanding of risk guidelines and the ability to identify, manage, and escalate risk
- Knowledge of the bank network and effective business partnership skills
- A B.S. or B.A. in finance, accounting, management, or another undergraduate discipline is preferred
Imtiyozlar
- Affordable, competitive, and flexible benefits
- Resources supporting physical, emotional, and financial well-being
- Opportunities to learn, grow, and develop a career
- In-office flexibility determined by role responsibilities and business needs