Responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and emerging solution opportunities with strategic clients.
Responsibilities
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms
Partner with Relationship Bankers, GPS Product Specialists and others to develop and deliver customized treasury solutions
Act as digital ambassador driving mobile, digital and real time payments adoption
Lead strategic dialogues around key client centric issues
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
Requirements
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
Entry-level role in the Advisor Development Program providing client service support to Financial Advisors and progressing toward becoming a full-scale Financial Advisor.
Responsibilities
Provide client service support to multiple Financial Advisors
Support enterprise strategic objectives and operational excellence
Serve as primary point of contact for client service needs
Assist in building a book of business as a Financial Advisor trainee
Complete mandatory training and continuing education requirements
Responsible for leading product experts supporting Global Transaction Services in client engagements, managing treasury revenue streams and product penetration across Middle Market firms.
Responsibilities
Lead product experts supporting Global Transaction Services in client engagements
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms
Partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions
Act as digital ambassador driving mobile, digital and real time payments adoption
Manage and lead strategic dialogues around key client centric issues
Requirements
Bachelor’s Degree or Equivalent Work Experience
Nice to have: Certified Treasury Professional Certification (CTP) or equivalent
Nice to have: MBA or Equivalent
Nice to have: International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
Leads Regional sales force ensuring sales goals are met or exceeded. Responsible for communicating sales goals, monitoring progress, and developing strategies to meet goals.
Compensation
$125,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Directly lead and manage a team of 25-30 WMB Specialists within a market
Responsible for communicating sales goals, monitoring progress, and developing strategies to meet goals
Leads and develops sales force to ensure sales goals are met or exceeded
Translate strategy into actionable plans, diagnosing team performance and gaps in order to develop action plans to drive sales productivity and risk management
Communicates sales/marketing policies, decisions, and updates to associates
Requirements
Undergraduate college degree
Nice to have: Prior sales management experience
Nice to have: Prior experience managing a team across a large geography
Nice to have: 5+ years of successful sales experience
Engages clients in the lobby to educate and assist with conducting transactions through self‑service resources, processes cash transactions, builds relationships, and drives the client experience at a Bank of America financial center.
Responsibilities
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Requirements
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, building relationships, and connecting clients to financial solutions.
Locations (3)
Gaithersburg, Maryland, United States
Germantown, Maryland, United States
Montgomery Village, Maryland, United States
Compensation
Pay range $25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.
Requirements
High School Diploma / GED / Secondary School or equivalent