Healthcare Treasury Sales Officer

Company: Disability Solutions
Location: San Diego
Posted on: May 22, 2025

Job Description:

Job Description:At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.The Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in For Profit space, driven by organic client growth and market share gains.The TSO will partner with Relationship Managers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.Job Responsibilities:

• Builds and expands a strong network of senior client contacts at Healthcare companies
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery
• Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio
• 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, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions
• Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledgeJob Requirements:
  • 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 corporate client set
  • 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
  • Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core tea
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction
  • Collaborative approach to business in support of close team environment. 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
  • Ability to travel 20% of the time in a normal environment
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experienceSkills:
    • 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
    • ProspectingShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816)Pay and benefits informationPay range$105,000.00 - $150,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

Keywords: Disability Solutions, Colton , Healthcare Treasury Sales Officer, Accounting, Auditing , San Diego, California