Treasury Sales Officer II - Healthcare Not For Profit - Higher Education

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
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 The

Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is
responsible for managing and actively pursuing treasury revenue streams and
product penetration across an assigned portfolio of Not For Profit Healthcare
and Higher Education companies. This is a TSO hire to support the consistent
strong growth we have seen in healthcare, driven by organic client growth and
market share gains.

Responsibilities: The Treasury Sales Officer (TSO) is held
responsible for managing and actively pursuing treasury revenue streams and
product penetration across an assigned portfolios. 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. Engage with complex Not-For-Profit

Healthcare and Private Higher Education companies as their working capital,
financial technology and trusted 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 conversations
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. Drive expansion of Solutions Per Relationship (SPR). 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: 5 years of Treasury Sales Officer Experience Ability to Travel
between up to 10% 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: For-profit, Not-For-Profit, Higher

Education or Healthcare banking /Revenue Cycle experience a plus 5+ years
banking experience Prior Card solution experience a plus B.S. or B.A. in
finance, accounting, management, or another undergraduate degree Certified

Treasury Professional Certification (CTP) or equivalent MBA or Equivalent

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 - NY - New York - ONE BRYANT PARK - BANK OF

AMERICA TOWER (NY1100) Pay and benefits information Pay range $127,500.00 -

$230,000.00 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. Bank of America is committed to help employees through the
transition period when they’re displaced as a result of a workforce reduction,
realignment or similar measure. Please review the resume writing and
interviewing tips provided below to help prepare you for your next career
opportunity.

Getting started Regardless of the position you are interested in,
the starting points to building your resume are the same: 1. Determine the job
or types of jobs you want to do and research their responsibilities and
qualifications. 2. Think about why you can do the job and make a list of your
skills that are relative to the job. 3. Identify experiences or accomplishments
that show your proficiency in the skills required for the job. 4. Summarize your
abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages
in length. • Do be upbeat and active in your wording. • Do emphasize what you
have done clearly and concretely. • Do be neat and well organized. • Do have
others proofread and critique your resume. Spell check. Make it error free. • Do
use high quality, white or light colored 8½ x 11 paper. Use a laser printer if
possible. • Don't be dishonest, always tell the truth about yourself in the most
flattering light. • Don't include salary history or requirements. • Don't
include references. • Don't include accomplishments that do not support your
professional goals. • Don't include anything that isn't relevant. (For example,
don't mention your fondness for swimming unless you want to work on the water.)

• Don't use italics, underlining, shadows or other fancy treatments. Seven steps

to a successful interview 1. Anticipate –Put yourself in the interviewer's
position. What do you believe the interviewer is most interested in? Why do you
think you have been invited to interview? 2. Research –What are the primary
functions of the line of business? What are the success factors for the job? Is
there a job description available? 3. Assess –Think about your skills,
abilities, knowledge, interests, traits, values and accomplishments. Match them
to what you know about the job. Consider which ones you should highlight. 4.

Prepare Answers –Think about what the interviewer may ask, determine what the
best answer is and write it down. 5. Prepare Questions – Interviewing is a
two-way street. By asking thoughtful questions, you communicate your interest
and learn a lot about the job. Choose two or three questions to ask your
interviewer. Avoid asking a lot of questions about vacation time or breaks. 6.

Practice – It may seem awkward, but it is the best way to come across well in an
interview. Practice your own "great responses" with others or in front of a
mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief
follow-up letter to the interviewer. Keep in mind that the many job searchers
will not send a follow-up letter. Sending one can become a competitive
advantage.

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