Treasury Sales Officer II - Middle Market - Oil, Gas, Cattle

Role Overview

The Treasury Sales Officer (TSO) at Bank of America is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. The TSO partners with Relationship Bankers, GPS Product Specialists, and other teams to develop and deliver customized treasury solutions that meet client objectives.

• Act as 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.
• Account for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and client‑facing treasury presentations.
• Identify and evaluate treasury solutions based on client‑focused cost/benefit analysis and bank‑focused profitability analysis.
• Maintain strong client focus while understanding operational aspects of the bank.
• Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability and year‑over‑year growth.
• Coach and mentor Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs and deliver solutions.

• 5+ years of Treasury Sales Officer experience.
• Ability to travel up to 50% of the 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.
• Strategic thinking, problem‑resolution, and critical analysis skills.
• Strong business and financial acumen.
• Ability to maneuver through the enterprise, engage partners, and elevate issues as needed.
• Excellent organizational skills and ability to manage competing priorities.
• Team player capable of working independently and collaboratively in a fast‑paced environment.

• B.S. or B.A. in finance, accounting, management, or related undergraduate degree.
• Certified Treasury Professional (CTP) or equivalent MBA.
• Intrinsic motivation for collaboration, innovation, and continuous learning.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States). Hours per week: 40.

Annualized salary range: $ – $, based on experience, education, and skills. Eligible for discretionary incentive award as part of the annual discretionary plan.

Eligible for industry‑leading benefits, paid time off, and resources supporting physical, emotional, and financial well‑being.

Bank of America is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability, or any other protected status.

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