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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: <ul> <li>Builds and expands a strong network of senior client contacts at Healthcare companies</li> <li>Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery</li> <li>Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio</li> <li>Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs</li> <li>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</li> <li>Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions</li> <li>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 knowledge</li> </ul> Job Requirements: <ul> <li>Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends</li> <li>Proven business development and relationship management skills with a corporate client set</li> <li>Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence</li> <li>Adept at critical and strategic thinking and problem resolution</li> <li>Strong business/financial acumen</li> <li>Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core tea</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction</li> <li>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</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Ability to travel 20% of the time in a normal environment</li> <li>B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Healthcare Treasury Sales Officer

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Business Development Specialist is responsible for generating new business from both new and existing clients. Builds and maintains a qualified network of prospects by consistently engaging with internal and external centers of influence and referral sources. Proactively generates leads and referrals through centers of influence, intimate events, referral alliances, targeted seminars, strategic networking, sourcing and introductions from current clients and relationships, and through use of company-approved, scrubbed lead lists. Manages client acquisition pipeline to track prospects and leads from inception to on-boarding. Drives cross LOB initiatives to maximize impact with clients and new business opportunities. Serves as an extension of the advisor team(s) for all things related to prospecting across the market to include sourcing and providing proactive leads through daily client acquisition strategies, assisting with execution of advisors business development plans, navigation and accurate communication of prospect channels, understanding of guidance on privacy policies and regulations, and having extensive knowledge of tools used to identify and validate new prospects. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. This role specifically provides events and marketing support to the business of the Venture Services Group (VSG). This includes leading and executing on the team’s annual PE CFO Conference, internal/external events, seminars, sponsorships, marketing and social media presence, etc. Venture Services Group is focused on serving the Global Venture Capital (VC) and Private Equity (PE) communities by offering a specialized brokerage platform to meet their unique requirements and complexities. The group’s founding partners helped pioneer monetization techniques (including stock distribution) exclusively for PE clients and helped bring it as a concept to VC. Over three decades later, VSG has grown to a team of more than 50 skilled professionals, providing comprehensive services for Funds, their Limited and General Partners, and their portfolio companies. VSG is based in six U.S. offices (San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach) and is committed to offering their experience at every stage of the Fund’s lifecycle, as well as to their Partners and portfolio companies. Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE Act Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Ability to identify opportunities for business growth, develop strategic initiatives and drive to achieve desired results / track success</li> <li>Strong partnership and relationship management skills with ability to analyze and prioritize leads / referrals that maximize team business development strategy</li> <li>Ability to make sound decisions by having a deep understanding of acquisition best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way</li> <li>​Proven ability to manage risk and make sound decisions​</li> </ul> Skills: <ul> <li>Event planning and/or marketing knowledge and experience preferred</li> <li>Comfortable handling administrative tasks associated with events and marketing</li> <li>Strong time management, follow-up, and organizational skills</li> <li>Ability to multi-task and prioritize in order to meet deadlines</li> <li>Attention to detail</li> <li>Positive and professional attitude</li> <li>Ability to work both independently as well as collaboratively</li> <li>Team player mentality</li> <li>Strong sense of ownership/responsibility</li> <li>Digital Marketing</li> <li>Digital Marketing</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Client Solutions Advisory</li> <li>Referral Identification</li> <li>Sales Strategy</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

2 Sales & Business Development Jobs in Orange County