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Treasury Sales Officer II

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Banking & Finance, Corporate Finance
Job Description & How to Apply Below

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.

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients, partnering with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.

Responsibilities
  • The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
Required 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 50% of the time
  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
  • Seeking teammates with out‑of‑the‑box ideas and solutions, who embrace change with a future‑forward mindset, and are looking to challenge the status quo
  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are 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 manage 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
  • Intrinsically motivated to continuously improve processes and/or one's own education
  • Ability to lead small groups while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other Associates
  • Certified Treasury Professional certification or equivalent
Skills
  • 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
Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay Range

$ - $ annualized salary, offers to be determined based on experience, education and skill set.

Discretionary Incentive Eligible

This 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.

Benefits

This 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.

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