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Treasury Sales Officer II - Global Commercial Banking - Middle Market
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-26
Listing for:
Bank of America
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Responsible for actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion.
- Clients include U.S. and globally-headquartered firms across the state of Georgia.
- Partner with Relationship Bankers, GPS Product Specialists, and other enterprise teams to develop and deliver customized treasury solutions that meet client objectives.
- Act as the 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.
- Actively participate (and sometimes lead) in the Client Management Process (CMP) focused on client acquisition and deepening existing relationships through thoughtful identification of client needs.
- Accountable for revenue/product growth, client‑calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client‑facing treasury presentations.
- Identify and evaluate treasury solutions based on client‑focused cost/benefit analysis and bank‑focused profitability analysis.
- Lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
- Maintain a strong client focus while understanding the operational aspects of the bank.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
- 5 years of Treasury Sales Officer experience.
- Ability to travel up to 30% of the time in normal environments.
- 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 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 maneuver through the enterprise, engage partners, and rise as needed.
- Demonstrates the ability to foster strong partnerships within the core team.
- Effectively manages competing priorities in an organized fashion while maintaining high client satisfaction.
- Ability to work as an individual contributor and as a close team member in a fast‑paced environment.
- Effectively manages risk while balancing client, team, and bank needs.
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
- Certified Treasury Professional Certification (CTP) or equivalent.
- MBA or equivalent International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience.
- Account Management, Business Development, Client Management, Client Solutions Advisory, Customer & Client Focus, Critical Thinking, Portfolio Analysis, Presentation Skills, Relationship Building, Sales Strategy, Coaching, Collaboration, Oral Communications, Prioritization, Prospecting.
High School Diploma / GED / Secondary School or equivalent.
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