Demo

Treasury Sales Executive - Healthcare, Higher Education and Not For Profit

Bank of America
New York, NY Full Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 3/26/2025

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:


This job is responsible for leading a nationwide team of Treasury Sales Officers that manage a portfolio of clients within the Global Commercial Banking division, specifically focused on not-for-profit healthcare, higher education and charitable organizations.  Job expectations include leading financial performance of the group, strategic positioning of solution to the market, serving as executive sponsor on key relationships, building partnerships with business partners and key client decision makers, and providing product expertise to deliver effective solutions to clients.

Responsibilities:

  • Drives revenue execution and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage

  • Consults and strategizes across Sales, Client Services and Fulfillment, Operations, Risk, Legal and Compliance, and Marketing to drive client based solutions and coordination for complex proposals/client presentations with the Treasury Sales Office

  • Provides strategic guidance and influence in annual Client Planning by core relationships and top-prospective clients

  • Maintains good client relationships and identifies business opportunities through effective interaction with internal business partners and effectively cross selling other products/bank's global capabilities

  • Provides unlimited client interactions and broadens relationships with on-site or virtual meetings, industry conferences, roundtables, and client events

  • Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.

  • Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

  • Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

  • Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

  • People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

  • Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

  • Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

  • Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.

Job Qualifications:

  • Bachelor's Degree or equivalent work experience

  • 10 years of experience in serving and selling sophisticated treasury solutions to complex clients

  • Extensive knowledge of the healthcare segment (payors, providers, supply chain)

  • Experience with managing distributed sales teams domestically

  • Excellent communication and writing skills

  • Experience with 40-60% travel

  • Strong risk identification, management skills, and business origination skills

  • Strong executive presence both internally/externally

  • In-depth knowledge of Treasury function and services, with emphasis on CashPro

  • Ability to navigate rapidly changing competitive landscape

  • Solid strategic thinking to create and advance global treasury solutions with clients

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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