Treasury Sales Client Officer II - Commercial Real Estate

Bank of America is committed to helping make financial lives better through their connections. The Treasury Sales Client Officer II will manage client relationships, driving revenue growth and ensuring service fulfillment while coordinating with internal teams.

Responsibilities:

• Treasury Sales Client Officers are responsible for managing day to day relationships with clients
• The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling
• The TSCO will work regularly with partners on fulfillment requests
• The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
• Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
• Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
• Identifies cross-sell opportunities through account analysis & regular client interaction
• Manages client escalations and keep internal team informed
• Protects and grows revenue