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.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- 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