Charlotte, North Carolina

Job Description:

Responsible for delivery of integrated Treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank client team working with the more complex Private Bank clients that are "instividual" in nature.Clients in focus typically include Family Office, Real Estate, Private Equity and Business Owners.

Responsible for coordinating and directing treasury management activities for Private Bank clients;including development of new treasury management business, expansion of existing business relationships and maintaining current client relationships.
  • Leads risk assessment associated with potential solutions.
  • Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
  • Leads pricing and negotiation of treasury products to optimize relationship profitability.
  • Communicates non cash management client needs to other key partners including product and support partners as appropriate.
  • Territory will be the South Atlantic, South East and portion of NY Tri State Division.

Required Skills:

  • Minimum of 5+ years of Treasury/Cash Management Sales experience;preferred candidates will have experience selling to Private Banking clients.
  • BA Degree Required (Business, Accounting or Finance preferred)
  • Excellent communication, presentation, interpersonal and organizational skills


Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Responsible for delivery of integrated Treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank client team working with the more complex Private Bank clients that are "instividual" in nature.Clients in focus typically include Family Office, Real Estate, Private Equity and Business Owners.

Responsible for coordinating and directing treasury management activities for Private Bank clients;including development of new treasury management business, expansion of existing business relationships and maintaining current client relationships.
  • Leads risk assessment associated with potential solutions.
  • Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
  • Leads pricing and negotiation of treasury products to optimize relationship profitability.
  • Communicates non cash management client needs to other key partners including product and support partners as appropriate.
  • Territory will be the South Atlantic, South East and portion of NY Tri State Division.

Required Skills:

  • Minimum of 5+ years of Treasury/Cash Management Sales experience;preferred candidates will have experience selling to Private Banking clients.
  • BA Degree Required (Business, Accounting or Finance preferred)
  • Excellent communication, presentation, interpersonal and organizational skills


Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Responsible for delivery of integrated Treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank client team working with the more complex Private Bank clients that are "instividual" in nature.Clients in focus typically include Family Office, Real Estate, Private Equity and Business Owners.

Responsible for coordinating and directing treasury management activities for Private Bank clients;including development of new treasury management business, expansion of existing business relationships and maintaining current client relationships.
  • Leads risk assessment associated with potential solutions.
  • Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
  • Leads pricing and negotiation of treasury products to optimize relationship profitability.
  • Communicates non cash management client needs to other key partners including product and support partners as appropriate.
  • Territory will be the South Atlantic, South East and portion of NY Tri State Division.

Required Skills:

  • Minimum of 5+ years of Treasury/Cash Management Sales experience;preferred candidates will have experience selling to Private Banking clients.
  • BA Degree Required (Business, Accounting or Finance preferred)
  • Excellent communication, presentation, interpersonal and organizational skills


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Charlotte, North Carolina

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

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You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.

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