Director, Treasury Sales Officer II

Company: Disability Solutions
Location: Scottsdale
Posted on: November 15, 2024

Job Description:

Job Description:At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. Job Responsibilities:

• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and operational advisor
• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues - be able to engage in strategic conversation with C suite executives and Revenue Cycle teams
• Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients
• Drive expansion of Solutions Per Relationship (SPR)
• Ensure client satisfaction through prompt, high impact engagement and superior service levels
• Create ongoing market strategy to sustain successful execution of business objectives
• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are criticalRequirements:
  • Strong command of Treasury products/5+ years experience
  • Ability to manage clients across a geography
  • Ability to manage multiple priorities
  • B.S.
  • or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience
  • Excellent creativity with communication (verbal and written) and presentation skills
  • Excellent sales, negotiation and advisory skills
  • Aptitude for embracing innovation and demonstrating how digitization can be value add
  • Strong partnering skills
  • Strong time management, organizational and planning skills
  • Experience navigating large matrixed banking environmentPreferred Requirements:
    • For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus
    • Prior Treasury Sales experience, 10+ years banking experience in a plus
    • Prior Card solution experience a plus
    • Certified Treasury Professional a plus "CTP"Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Casa Adobes , Director, Treasury Sales Officer II, Sales , Scottsdale, Arizona