Treasury Sales Officer - North America at Bank of America , NY

Treasury Sales Officer – North America at Bank of America.

Locations include New York, NY;
Miami, FL;
San Francisco, CA;
Charlotte, NC.

• Deliver integrated treasury solutions to sophisticated banking clients in the U.S. market.
• Develop and maintain strong relationships with key stakeholders within client organizations and drive loyalty.
• Prospect and identify new client opportunities with U.S. banks.
• Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations.
• Engage at every level of the target client organization to drive stakeholder buy‑in to the Bank of America partnership and successfully cross‑sell our solutions.
• Partner closely with internal stakeholders—including CBK/IBK bankers, product, client service, global markets, and wholesale credit—to consult on sales opportunities and provide product expertise and consultation necessary to deliver the best possible solution to the client.
• Manage and responsibly grow frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.
• Navigate across regional geographies to drive global solutions for clients and grow the portfolio's global revenue and profits.
• Coordinate closely with global TSOs in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.
• Provide product knowledge to deliver the best possible solution to meet client and prospect needs.

• 10 years of sales experience selling treasury solutions.
• 5 years of sales experience selling treasury solutions in the bank space.
• Strong strategic sales ability with an understanding of industry challenges and requirements.
• Strong relationship‑building skills.
• Proven track record of sales success in the industry.
• Ability to manage long sales cycles.
• Strong knowledge of USD Clearing products.
• Bachelor’s degree in Finance, Business Administration, economics, or related fields, or equivalent work experience.
• Working knowledge of U.S. banking regulations in the compliance space, including AML, OFAC, and KYC.
• Excellent communication and presentation skills.
• Strong analytical and problem‑solving skills.
• Ability to work independently and within teams.

• Familiarity with Salesforce and Tableau.
• Knowledge of traditional trade products (letters of credit/standby letters of credit).
• Proficiency in Microsoft Office suite.

1st shift (United States of America)

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.