Treasury Sales Officer II- Global Solutions - Non Bank Financial Institutions

Job Overview

This role is responsible for delivering integrated treasury solutions to non‑bank financial institution clients and prospects across the United States and globally. The MSTR Manager actively pursues treasury revenue streams, increases product penetration, and collaborates with client‑facing teammates to consult on sales opportunities.

• Deliver integrated treasury solutions to non‑bank financial institution clients and prospects in the U.S. and globally
• Actively manage and pursue treasury revenue streams, increasing product penetration across an assigned portfolio
• Partner closely with client‑facing teammates to consult on sales opportunities and provide product knowledge
• Serve 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 solution positioning
• Accountable for revenue/product growth, client‑calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client‑facing treasury presentations
• Evaluate treasury solutions based on client‑focused cost/benefit analysis and bank‑focused profitability analysis
• Maintain a strong client focus while understanding operational aspects of the bank
• Lead pricing and negotiation discussions with the client 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
• Work with bankers and product specialists across the enterprise to develop customized treasury solutions

• Minimum 5 years of Treasury Sales Officer experience
• Ability to travel up to 10% of time, including short‑day and overnight trips
• 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 and financial acumen
• Ability to navigate enterprise partners and engage as needed
• Demonstrated ability to foster strong partnerships within the core team
• Effectively manages competing priorities in an organized fashion while maintaining a high level of client satisfaction
• Ability to work effectively as an individual contributor as well as a close team member in a fast‑paced environment
• Effectively manages risk while balancing the needs of the client, team, and bank

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional (CTP) certification or equivalent
• MBA or equivalent
• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
• Inclusive and inspiring – collaborative, hardworking, celebrating shared success
• Authentic and passionate – highly engaged teammates whose intensity and intentions align with our work for clients and communities
• Innovative and curious – out‑of‑the‑box ideas, embracing change, challenging the status‑quo
• Confident and agile – strong, clear communicators, flexible, and eager to learn
• Account Management, Business Development, Client Management, Client Solutions Advisory, Customer & Client Focus, Critical Thinking, Portfolio Analysis, Presentation Skills, Relationship Building, Sales Strategy, Coaching, Collaboration, Oral Communications, Prioritization, Prospecting

• Annualized salary: $ – $, determined based on experience, education, and skill set
• Discretionary incentive eligibility: eligible to participate in the annual discretionary plan
• Industry‑leading benefits, paid time off, resources, and support to employees for genuine impact and sustainable growth

• Location:
  
  United States – New York, One Bryant Park, Bank of America Tower (NY1100)
• Shift: 1st shift (United States of America)
• Hours per week: 40