Treasury Sales Officer II - Healthcare Not Profit - Education

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. Join us to build a successful career with opportunities to learn, grow, and make an impact.

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 Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of for‑profit healthcare companies.
• Engage with complex not‑for‑profit healthcare and private higher education companies as their working capital, financial technology and trusted advisor.
• Articulate and understand the not‑for‑profit, healthcare and higher education environment with respect to reform and other industry issues, and engage in strategic conversations with C‑suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations – HFMA, NACUBO, etc.
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
• Drive expansion of Solutions Per Relationship (SPR).
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client‑facing treasury presentations.
• Maintain a strong client focus while also understanding the operational aspects of the bank.
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year‑over‑year growth.
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
• 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 based on client‑focused cost and benefit analysis and bank‑focused profitability analysis.
• Effectively manage risk while balancing the needs of the client, the team, and the bank.

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 30% of the time in a normal environment.
• Successful track record in treasury management sales with broad and deep familiarity with global treasury…