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Treasury Account Manager II job in Los Angeles at Bank of America

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Treasury Account Manager II at Bank of America

Treasury Account Manager II

Bank of America Los Angeles, CA Full Time

Job Description:

• The Treasury Account Manager is focused on developing strategies to grow revenue domestically within the CREB segment.  Key accountabilities include: independently focus of treasury sales opportunities, supporting all activities from sale through submission to implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.
• To be successful in the role, TAM must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
• TAM will identify solutions matching client needs and all support functions typical in a TSA role.
• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
• Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
• Prepare account schematics when needed, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Daily email, webex and phone client communication

Behavioral Qualifications

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

• 2 years experience in TSA role
• Bachelors degree
• Proven excellent verbal and written communication skills
• Proven organizational and time management skills
• Demonstrated ability to analyze issues and develop solutions
• Proven experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with clients, colleagues and other business partners
• Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience

Desired Skills:

• Preferred candidates will have their CTP (Certified Treasury Professional)
• Preferred Candidates will have proven experience prospecting and developing new business

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

• The Treasury Account Manager is focused on developing strategies to grow revenue domestically within the CREB segment.  Key accountabilities include: independently focus of treasury sales opportunities, supporting all activities from sale through submission to implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.
• To be successful in the role, TAM must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
• TAM will identify solutions matching client needs and all support functions typical in a TSA role.
• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
• Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
• Prepare account schematics when needed, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Daily email, webex and phone client communication

Behavioral Qualifications

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

• 2 years experience in TSA role
• Bachelors degree
• Proven excellent verbal and written communication skills
• Proven organizational and time management skills
• Demonstrated ability to analyze issues and develop solutions
• Proven experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with clients, colleagues and other business partners
• Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience

Desired Skills:

• Preferred candidates will have their CTP (Certified Treasury Professional)
• Preferred Candidates will have proven experience prospecting and developing new business

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: • The Treasury Account Manager is focused on developing strategies to grow revenue domestically within the CREB segment.  Key accountabilities include: independently focus of treasury sales opportunities, supporting all activities from sale through submission to implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.
• To be successful in the role, TAM must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
• TAM will identify solutions matching client needs and all support functions typical in a TSA role.
• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
• Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
• Prepare account schematics when needed, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Daily email, webex and phone client communication

Behavioral Qualifications

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

• 2 years experience in TSA role
• Bachelors degree
• Proven excellent verbal and written communication skills
• Proven organizational and time management skills
• Demonstrated ability to analyze issues and develop solutions
• Proven experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with clients, colleagues and other business partners
• Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience

Desired Skills:

• Preferred candidates will have their CTP (Certified Treasury Professional)
• Preferred Candidates will have proven experience prospecting and developing new business Shift:

1st shift (United States of America)

Hours Per Week: 

40
 

Recommended Skills

  • Scheduling
  • Client Rapport
  • Microsoft Outlook
  • Microsoft Excel
  • Certified Treasury Professional
  • Creativity
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