Treasury Sales Officer

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 that have a strong sense of ownership and the ability to see what’s next in treasury management. The future of treasury management is here at Bank of America.

• Manage and aggressively grow treasury revenue across a portfolio of Large Corporate TMT clients.
• Partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
• Focus on growth of new and underpenetrated client relationships, and expansion of existing relationships.
• Be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development and delivery.
• Maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• Possess strong communication and interpersonal skills, ability to influence, lead and mobilize business partners, and appropriate financial acumen.
• Be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client‑facing treasury presentations.
• Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client‑focused cost and benefit analysis and bank‑focused profitability analysis.
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
• Participate actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
• Foster digital adoption by driving mobile, digital, and real‑time payments adoption and manage strategic dialogues around key client‑centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Maintain an in‑depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

• Ability to travel up to 50% of time.
• 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 successfully maneuver through the enterprise, engage partners and escape as needed.
• Demonstrates ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
• Works well as an individual contributor and as part of a close team in a fast‑paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

• B.S. or B.A. in finance, accounting, management, or another undergraduate…