Treasury Sales Officer - Automotive Retail
Listed on 2026-03-04
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Finance & Banking
Banking & Finance -
Sales
Banking & Finance
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. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a flexible approach to roles that allow for a level of flexibility where appropriate.
We are looking for highly motivated, self‑starters who can advocate for our clients in providing liquidity management, payments, FX, commercial card services, and treasury solutions with a personalized touch.
This role is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, and closing complex high‑dollar deals, and/or emerging solution opportunities with strategic clients.
Responsibilities- The Treasury Sales Officer (TSO) manages and actively pursues treasury revenue streams and product penetration across an assigned portfolio.
- Acts as a digital ambassador driving mobile, digital and real‑time payments adoption and leads strategic dialogues around key client issues.
- Accounts for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, and leading client‑facing treasury presentations.
- Maintains a strong client focus while understanding the operational aspects of the bank, including treasury products and services.
- Drives revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal and presentation development.
- Focuses on client relationship development, from growth of new relationships to deepening existing ones through thoughtful identification of client needs.
- Ensures responsible revenue and balance‑sheet growth, profitability improvement, and client engagement while partnering with bankers and product specialists.
- Leads pricing and negotiation discussions with clients to optimize relationship profitability and year‑over‑year growth.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
- 3 years of Treasury Sales Officer experience.
- Fluency with the suite of treasury services relevant to commercial clients, especially auto dealers.
- Ability to travel 30% of the time, including some overnight travel.
- Successful track record in treasury management sales and familiarity with global treasury products, services and trends.
- Proven business‑development and relationship‑management skills with complex clients.
- Excellent verbal and written communication and presentation skills.
- Strong negotiation and active‑listening skills with an executive presence.
- Adept at critical and strategic thinking and problem resolution.
- Strong business and financial acumen.
- Ability to navigate the enterprise, engage partners, and escalationally manage issues.
- Demonstrates the ability to foster strong partnerships within the core team.
- Effectively manages competing priorities in an organized fashion while maintaining high client satisfaction.
- Can work effectively as an individual contributor and as part of a fast‑paced team.
- 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 (CTP) certification or equivalent.
- Solid understanding of treasury software, tools and banking services common to auto dealers.
- Experience in a Treasury Sales Officer role or similar role with primary responsibility for managing growth of a commercial treasury book.
- Inclusive and inspiring team player who values collaboration, hard work and celebrates shared success.
- Authentic and passionate, with intensity and intention aligned with client and community work.
- Innovative and curious, with out‑of‑the‑box ideas and a future‑forward mindset.
- Confident and agile, a clear communicator who values feedback and adapts while learning.
- 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
Bachelor’s Degree or equivalent work experience.
Employment DetailsShift: 1st Shift (United States) – 40 hours per week.
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