Administration and Office Jobs

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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.

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

Responsibilities:

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Required Qualifications:

• Minimum 5 years of experience in direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
• Ability to travel at least 50% of the time
• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• 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
• 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
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills with strong executive presence
• Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

Desired Qualifications:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Agility - Keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements, which enables you to bring forward-looking ideas to clients
• Cross-functional Collaboration- ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe, to deliver positive client outcomes.
• Executive Presence - ability to navigate discussions with senior client contacts, influence, and build strong relationships
• Data-driven mindset - comfortable reading and leveraging data analytics to delver valuable insights to client

Skills:

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$108,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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.

• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives
• The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Healthcare clients, across subsectors of Pharma, Med-tech and healthcare payers.
• The TSO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery.
• The TSO will maintain an intense client focus & client partnership. Deliver treasury industry expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency.
• The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
• Participate in and lead solution/capabilities demonstrations, deep dive treasury reviews, conference participation, speaking at events and producing social media industry & thought leadership content.
• Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise.
• Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team
• Own special projects , that will deliver efficiency for the Bank and our clients.

Required Qualifications:

• Minimum of 8 years Treasury Management Sales experience
• Demonstrates willingness to travel at least 50% of the time
• Demonstrates direct and comprehensive treasury and cash management sales experience
• Applies expertise in global treasury management products, services and trends to effectively identify, evaluate and articulate solutions and concepts
• Maintains client satisfaction by balancing competing priorities
• Builds strong relationships and manages risks through effective collaboration with clients and teams
• Displays strong executive presence
• Demonstrates confidence in driving the agendas with Treasurers, Assistant Treasurers and Operations Leaders
• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• 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
• 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
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills with strong executive presence
• Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

Desired Qualifications:

• Bachelor's degree or equivalent work experience
• Agility - Keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements, which enables you to bring forward-looking ideas to clients
• Cross-functional Collaboration- ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe, to deliver positive client outcomes.
• Executive Presence - ability to navigate discussions with senior client contacts, influence, and build strong relationships
• Data-driven mindset - comfortable reading and leveraging data analytics to delver valuable insights to clients

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$133,200.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and 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 Description:

The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services (DFS) segment.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
• Positions solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.
• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one's own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Pay and benefits information

Pay range

$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

• Minimum of five years of trust administration and estate planning experience
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
• Demonstrates initiative and a proactive approach to problem solving
• Creative though prudent approach to providing solutions within the bank's risk/reward profile
• Proven ability to confidently close sales and meet or exceed revenue targets
• Has good people/partner communication skills and is a team player
• Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
• Ability to communicate and connect with high-net-worth clients

Desired Qualifications:

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
• Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment

Skills:

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Responsibilities:

• The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients' needs.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Required Qualifications:

• 5 years of Treasury Sales Officer Experience
• Ability to Travel between up to 20% of time in normal environment
• Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with a complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills. Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
• Demonstrates the ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent
• International Banking Experience
• Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with 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, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and 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 Description:

This Treasury Sales Client Officer (TSCO) job is responsible for deepening and growing a portfolio of Commercial Banking Middle Market and Aerospace and Defense treasury clients in the Mid-Atlantic. Job expectations include building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
• Positions solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.
• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients.
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one's own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - MD - Baltimore - 100 International Dr - 100 International (MD9890), US - VA - Mclean - 8300 Greensboro Dr - Westpark (VA9200), US - VA - Richmond - 1111 E MAIN ST - BANK OF AMERICA CENTER (VA2300)

Pay and benefits information

Pay range

$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, 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.

Responsibilities:

The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio within the HTSRA Tech Industry vertical for the North East.

• Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.
• Positions US, and sometimes International treasury, solutions that best suits the clients' needs. This individual will have daily virtual interactions with client contacts.
• Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
• Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Actively participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
• Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Required Qualifications:

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• A solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers is important, and experience in the sector is preferred.
• Intrinsically motivated to continuously improve processes and/or one's own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Iselin - 194 WOOD AVE S (NJ7550), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Special Assets Group (SAG) manages the Bank's criticized, classified, and distressed commercial credit portfolio. SAG's primary objective is to maximize recoveries, minimize loss severity, and execute disciplined, risk-based resolution strategies that protect the Bank's interests while preserving long-term enterprise value where appropriate.

The (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing and resolving the Bank's most complex criticized, classified, and distressed commercial credit relationships. The Sr. Portfolio Officer develops and executes resolution strategies, leads negotiations with borrowers and stakeholders, and provides subject matter expertise on complex credit situations. This role partners closely with senior leadership, Credit Risk, Legal, and line-of-business partners to drive resolution outcomes that maximize recoveries, minimize losses, and protect the Bank's interests.

• Manage a portfolio of highly complex criticized, classified, and distressed commercial credit relationships through all stages of the resolution process.
• Develop and execute credit resolution strategies designed to maximize recoveries, minimize loss severity, and protect the Bank's interests.
• Assess borrower performance, collateral support, guarantor strength, industry conditions, and legal considerations to determine the optimal path to resolution.
• Lead negotiations involving restructurings, repayment plans, settlements, discounted payoffs, collateral dispositions, note sales, and other recovery-focused solutions.
• Prepare and present strategy recommendations, credit approvals, and portfolio updates to senior leadership and risk management partners.
• Serve as the primary point of contact for borrowers, sponsors, attorneys, consultants, participating lenders, and other stakeholders associated with assigned relationships.
• Manage bankruptcy, litigation, foreclosure, receivership, and other legal recovery actions to maximize recoveries and minimize losses.
• Monitor portfolio performance, recovery trends, and risk migration to identify emerging issues and drive timely action.
• Support portfolio forecasting, reserve discussions, criticized asset reporting, and other portfolio management activities.
• Coach and mentor junior associates on the team to help develop credit and corporate workout skills.
• Serve as a resource on complex credit situations and contribute to initiatives that strengthen SAG processes, risk management practices, and portfolio performance.

Required Qualifications:

• Minimum of 7+ years of experience in middle market or large corporate loans, credit restructuring, or related risk management experience.
• Extensive knowledge of commercial lending, credit analysis, commercial loan documentation, collateral analysis, and commercial credit structures.
• Proven negotiation skills and experience leading borrower, sponsor, legal, and lender discussions.
• Strong financial analysis skills, including cash flow analysis, collateral evaluation, repayment capacity assessment, and enterprise valuation concepts.
• Ability to exercise sound credit judgment and make decisions in complex, time-sensitive situations.
• Proven ability to work independently while influencing outcomes across multiple internal and external stakeholders.
• Strong communication skills; ability to communicate vertically, horizontally, and externally
• Industry knowledge across multiple sectors

Desired Qualifications:

• Knowledge of Business Law, a legal aptitude, strong knowledge of contracts, and knowledge of bankruptcy law
• Ability to work independently on complex transactions while exercising sound credit judgment
• Knowledge of ancillary banking products such as treasury services, derivatives, commercial cards, and deposits
• Strong knowledge of Commercial Loan Documentation
• Knowledge of Commercial Credit Structure
• Ability for problem solving / critical / creative thinking / mental flexibility
• Strong Negotiation Skills

Skills:

• Adaptability
• Collection Management
• Critical Thinking
• Problem Solving
• Risk Management
• Credit and Risk Assessment
• Decision Making
• Financial Analysis
• Legal Structures and Legal Forms
• Underwriting
• Client Management
• Loan Structuring
• Negotiation
• Oral Communications
• Written Communications

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$111,000.00 - $209,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
Accountable for managing and settling the terminating trusts requiring technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate.

Responsibilities:

The Settlement Officer is accountable for independently facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment.

The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring administrators and junior level officers within the Trust Settlement team.

Works closely while simultaneously building and maintaining relationships with internal business partners including but not limited to: Client Team, Office of the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), Portfolio Managers, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants).

Monitors the settlement process and task completion to ensure accurate, timely and efficient administration, and to proactively manage business risk.

Maintains high quality communications with beneficiaries and internal partners, with a primary focus on timely execution and client satisfaction.

Ability to proactively identify and resolve issues.

Acts as a technical resource to colleagues within and outside of Trust Settlement team.

May be called upon to handle tasks delegated by Trust Settlement Manager or Director.

Qualifications:

BS/BA degree or equivalent experience; JD preferred

Professional designation in Paralegal studies and prior Trust, Estate, and/or Tax experience preferred

Strong communication and organizational skills

Ability to work in a fast-paced environment where multi-tasking and prioritization is a necessity

Works well as an individual contributor and member of a team

Proficient use of Microsoft Office

* Ability to learn and apply new technology and systems

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Risk Management
• Written Communications
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Active Listening
• Attention to Detail
• Client Management
• Process Simplification
• Referral Identification

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$85,300.00 - $104,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
• Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
• Understands lending processes and credit guidelines to best develop solutions for each client's needs
• Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
• Leverages digital solutions, providing clients with a choice in preferred service pathways
• Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals

Skills:

• Business Development
• Client Management
• Customer and Client Focus
• Prospecting
• Risk Management
• Account Management
• Client Solutions Advisory
• Credit and Risk Assessment
• Pipeline Management
• Referral Identification
• Attention to Detail
• Credit Documentation Requirements
• Issue Management
• Networking
• Relationship Building

Required Skills and Experience

• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources
• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience
• Has a strong knowledge of loan products Conventional, Jumbo and Government.
• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products
• Demonstrated understanding of processing, underwriting and/or closing procedures
• Has a working knowledge of federal regulations governing real estate lending
• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.
• An ability to work independently
• Is a strong communicator, both written and verbal
• Is self-motivated and highly organized
• Can prioritize multiple competing tasks
• Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process
• Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume
• Can be flexible to work weekends and or extended hours as needed to serve clients

Desired Skills and Experience

• Familiarity with FHA and HUD guidelines
• Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Professional and effective interpersonal skills
• An ability to take ownership, accountability and can demonstrate integrity
• Adaptability and can demonstrate flexibility
• A positive attitude
• Effective communication styles

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

This job will be open and accepting applications for a minimum of seven days from the date it was posted

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CO - Greenwood Village - 6400 S FIDDLERS GREEN CIR - PLAZA TOWER ONE (CO9400), US - IL - Schaumburg - 800 E Higgins Rd - SCHAUMBURG BC (IL4306), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - MD - Bethesda - 7501 Wisconsin Ave (MD9983), US - MD - Columbia - 10320 LITTLE PATUXENT PKWY - MERRILL LYNCH BUILDING (MD4935), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Westfield - 173 Elm St (NJ6258), US - NV - Las Vegas - 6900 Westcliff Dr - BANK OF AMERICA WEST BC (NV1149), US - VA - Richmond - 1111 E MAIN ST - BANK OF AMERICA CENTER (VA2300)

Pay and benefits information

Pay range

$66,600.00 - $76,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

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 globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Responsibilities:

• The Treasury Sales Officer (TSO) for the Global Government Division is responsible for the delivery of integrated treasury solutions to US Bank clients and prospects.
• Actively managing and pursuing revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities.
• Providing Product knowledge to deliver the best possible solution to meet the client and prospect's needs
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Required Qualifications:

• 3 years of Treasury Sales Officer Experience
• Ability to Travel up to 40% of time including long day and some overnight travel.
• Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with a complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills. Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
• Demonstrates the ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Desired Skills:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• 5+ yrs of experience preferred
• Experience with USD clearing, Transactional FX, Trade/Trade Finance
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent
• International Cash Management experience
• Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with 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, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$108,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.