Treasury Sales Client Officer II - Business Banking

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. By driving Responsible Growth, we deliver for our clients, teammates, communities, and shareholders every day.

This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meet our Business Banking client expectations. It includes serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

Treasury Sales Client Officers manage day‑to‑day relationships with clients. Primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, managing pricing and profitability, and directing phone/web‑based client calling.

• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• Develops data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
• Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
• Ensures service and fulfillment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
• Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
• Identifies cross-sell opportunities through account analysis & regularly interacting with clients
• Manages client escalations and keeps the internal team informed
• Protects and grows revenue

• 3 years of prior treasury sales experience
• Product and financial acumen
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
• Ability to read and leverage data to proactively identify trends and opportunities
• Strong ability to organize, prioritize and balance multiple sales activities
• A deep understanding of bank structure and the operational aspects of global cash management products and services
• Understanding of and adherence to risk guidelines to proficiently identify, manage and escape risk to grow the business responsibly
• Passionately curious, courageous, knowledge of bank network and effective business partnering

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Product and financial acumen
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
• Ability to read and leverage data to proactively identify trends and opportunities
• Strong ability to organize, prioritize and balance multiple sales activities
• A deep understanding of bank structure and the operational aspects of global cash management products and services
• Understanding of and adherence to risk guidelines to proficiently identify, manage and escape risk to grow the business responsibly
• Passionately curious, courageous, knowledge of bank network and effective business partnering

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40