Treasury Solutions Advisor

Job Description: Treasury Solutions Advisor

Bank of America upholds a mission of enhancing financial health by leveraging interpersonal relationships. Through its dedication to Sustainable Growth, the institution aims to provide value to customers, staff, society, and investors on a continuous basis. The emphasis on cultivating a positive workplace culture is integral, encouraging inclusivity, and supporting the holistic wellness of individuals while acknowledging and incentivizing exceptional abilities.

Job Summary:

A vital aspect of the Treasury Sales Officer's job involves supporting Not-For-Profit Healthcare and Private Higher Education organizations by offering expert insights into their operational needs, financial technology, and working capital. They are instrumental in engaging with clients, spearheading strategic dialogues with C-suite executives and revenue cycle teams, especially within the healthcare and education fields.

Key Responsibilities:

• Take an active role in key discussions with C-level leaders and revenue management teams, specifically in healthcare, to deliver personalized financial recommendations.
• Offer recommendations to clients on a diverse set of treasury products and services, encompassing transactions, fund inflows, financial stability, payment card options, and online retail operations.
• Display mastery in healthcare system improvements, industry hurdles, and current patterns, ensuring that clients are knowledgeable and actively involved. Direct and engage in speaking commitments at significant industry associations like HFMA (Healthcare Financial Management Association) and NACUBO (National Association of College and University Business Officers).
• Take the initiative to arrange and deliver events for clients and potential customers that concentrate on industry trends like Innovation, Fraud Deterrence, Improving Patient Experience, and Integrating Systems. Establish and uphold strong rapport with clients to ensure continuous involvement and elevated levels of contentment.
• Establish and carry out a comprehensive plan to stimulate the development of current client portfolios while capturing new business opportunities. Lead the advancement of Solutions Per Relationship (SPR) through the provision of an extensive array of treasury services to clients. Recognize avenues to enhance client bonds and deliver holistic, personalized solutions to cater to their distinct needs.
• Establish quick and impactful client involvement by concentrating on excellent service provision and achieving corporate targets. Devise and apply continuous market tactics to nurture thriving client associations and ensure enduring progress.

Qualifications:

• The ideal candidate should have at least six years of experience in treasury sales and card solutions, particularly in the healthcare banking or revenue cycle field.
• Completion of a BA/BS program or similar qualifications gained through practical work exposure.
• Skilled in sales techniques, bargaining, and offering tailored advice.
• Impressive communication skills, both verbally and in writing, paired with the talent to engage effectively with clients and internal staff.
• Remarkable skill in balancing multiple priorities through effective time management, organization, and planning.
• Cultivating skills in managing relationships and engaging with clients to establish enduring partnerships.
• Skill in navigating a sprawling, interconnected banking setting and collaborating with numerous stakeholders.
• Comprehensive understanding of Treasury instruments and amenities.
• Skilled in overseeing clients over a broad geographical area, demonstrating proficiency in prioritization and maintaining a diverse client base.

Skills:

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Prioritizing Customer and Client Needs
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

What are the distinguishing factors that set Bank of America apart from other financial institutions?

Bank of America is dedicated to empowering our team members by furnishing them with the necessary resources and assistance to succeed and advance. As a Treasury Sales Officer, you will have the chance to collaborate with top professionals, tap into exceptional resources, and have a significant impact within a leading financial institution. We prioritize both the growth of your career and your personal wellness, providing a dynamic atmosphere where your efforts are appreciated and your career can prosper.

Apply Now