Client Success Advocate Jobs in Calgary, AB (NOW HIRING)

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.

Reporting to the head of Canada Global Payments Solutions, the Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate clients with a concentration in the Natural Resource Group (NRG) industry sector. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise and the globe to develop customized treasury solutions that meet client objectives.

Responsibilities

• Drive growth by developing new and underpenetrated client relationships, while expanding existing client portfolios.

• Be accountable for revenue growth, profitability, client planning, client engagement, portfolio development, pricing strategy, and the development and delivery of proposals and presentations.

• Maintain a strong client focus, supported by deep treasury industry expertise, an understanding of evolving technologies and innovation, sector knowledge, and a broad understanding of the bank's structure and the operational aspects of global cash management products and services.

• Demonstrate strong communication and interpersonal skills, with the ability to influence, lead, and mobilize business partners, supported by solid financial acumen.

• Exhibit a resultsdriven mindset, with a consistent track record of achieving goals and a willingness to challenge and continuously develop oneself.

Qualifications

• 6+ years of Treasury Management Sales experience

• Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends

• Ability to travel regularly

• Seeking motivated team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

• Looking for highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• An out-of-the box thinker, who embrace change with a future-forward mindset, looking to challenge the status quo

• Strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills

• Proven business development and relationship management skills with a corporate client set.

• Excellent critical/strategic thinking and problem resolution skills

• Ability to demonstrate creative thinking while adhering to guidelines

• Strong business/financial acumen

• Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.

• Strong time management and prioritization skills

• Ability to effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment

• Strong executive presence both internally/externally

Desired Qualifications

• 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

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Shift:

Hours Per Week: