Treasury Sales Officer II - Commercial Real Estate

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 real estate investment trusts and institutional commercial real estate companies throughout the United States.

• Partner with Relationship Bankers, GPS Product Specialists, and other enterprise teams to design and deliver customized treasury solutions that meet client objectives.
• Act as a digital ambassador driving mobile, digital, and real‑time payments adoption.
• Lead strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Be accountable for revenue and product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and client‑facing treasury presentations.
• Identify and evaluate treasury solutions through client‑focused cost/benefit analysis and bank‑focused profitability analysis.
• Maintain a strong client focus while understanding operational aspects of the bank.
• Develop deepening relationships with new and existing clients.
• Lead pricing and negotiation discussions 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.

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 25% of the time.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal, written, and presentation skills.
• Proven negotiation and active listening skills.
• Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business and financial acumen.
• Ability to maneuver through the enterprise, engage partners, and escalate as needed.
• Demonstrated ability to foster strong partnerships within the core team.
• Effective management of competing priorities to maintain high client satisfaction.
• Capable of working independently as well as collaboratively in a fast‑paced environment.
• Ability to manage risk while balancing client, team, and bank needs.

• Commercial real‑estate experience a plus.
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• Certified Treasury Professional certification (CTP) or equivalent.
• MBA or equivalent degree.
• International cash management, card solutions, and/or trade & supply chain finance experience.

Bachelor’s Degree or equivalent work experience.

1st shift (United States).

40

$ – $ annually, determined based on experience, education, and skill set.

This role is currently benefits eligible and offers industry‑leading benefits, paid time off, resources, and support to help employees make a genuine impact and contribute to the sustainable growth of the business and the communities served.