Treasury Sales Officer

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive responsible growth and deliver for our clients, teammates, communities and shareholders every day.

This role is responsible for the delivery of integrated treasury solutions to clients and prospects in the United States or globally. Key responsibilities include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering closely with client-facing teammates to consult on sales opportunities. The position requires providing product knowledge to deliver the best possible solutions to meet client needs.

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client-facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year-over-year growth
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real-time payments adoption and manages strategic dialogues around key client‑centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

• Seeking motivating team players who value collaboration, celebrate shared success, and actively seek and appreciate diverse thoughts and backgrounds
• Seeking highly engaged teammates whose intensity and intentions align with and are enthusiastic about the work we do for clients and communities
• Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Strong communicators who value giving and receiving feedback, easily build relationships, and are quick‑thinking, flexible, and always learning and sharing knowledge
• Excellent verbal and written communication and presentation skills
• Proven negotiation and active listening skills
• Proven business development and relationship management skills with a corporate client set
• Excellent critical, strategic thinking and problem resolution skills
• Broad and deep treasury/cash management industry experience, including global product knowledge and industry trends
• Ability to demonstrate creative thinking while adhering to guidelines
• Strong business and financial acumen
• Ability to foster strong partnerships within the core team and build trust with clients
• Strong time management and prioritization skills
• Ability to effectively manage risk while balancing client, team and bank needs
• Able to work as an individual contributor and a collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment
• Strong executive presence internally and externally

• Intrinsic motivation to continuously improve processes and/or one’s own education
• Ability to lead small groups while effectively delegating tasks
• Desire to mentor and sponsor other associates
• Certified Treasury Professional certification or equivalent

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Shift: 1st shift (United States of America)

Hours Per Week: 40

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking