Treasury Sales Officer II - Healthcare FP
Listed on 2026-02-28
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
OverviewThis job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally – across all segments and industries. 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 future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
The Transformative Healthcare Group 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. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.
Responsibilities- The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of entities with corporate revenue values between 20 million and 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suit the clients’ needs.
- Act as the 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.
- Actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client‑facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client‑focused cost/benefit analysis and bank‑focused profitability analysis. Additionally, the TSO will lead all pricing and client…
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