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Treasury Sales Client Officer II - Global Solutions - Automotive Dealer Financial Services

Job in Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for: Bank of America
Full Time position
Listed on 2026-09-17
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Treasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial Services
Treasury Sales Client Officer II
- Global Payment Solutions
- Automotive Dealer Financial Services

Charlotte, North Carolina

** To proceed with your application, you must be at least 18 years of age.*
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

*
* 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 globally, FX, and commercial card services by complementing technology with a personalized touch.

Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

*
* Job Description:

*
* The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services (DFS) segment.

+ Pursues client prospect opportunities outside of the portfolio working closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise.

+ Positions solutions that best suits the clients' needs.  This individual will have daily virtual  interactions with client contacts.

+ Leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.

+ Acts as a 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 participates in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

+ Responsible for the implementation of all solutions. Managing the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.

+ Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations.  This individual will also need to identify and evaluate treasury solutions based on a 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.

+ Maintains a strong client focus while also understanding the operational aspects of the bank.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the…
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