Treasury Sales Client Officer II
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. Our inclusive workplace supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.
Bank of America supports an in-office culture with clear expectations and role-specific flexibility to encourage collaboration, engagement, and career development.
About the role
This hybrid junior sales/treasury associate role manages a portfolio of middle-market clients, focusing on retaining and growing revenue, deepening client relationships, and delivering integrated treasury solutions. The role involves strategic planning, marketing, and communication to meet client expectations, as well as coordinating complex request-for-proposal processes with Treasury Sales teams.
Responsibilities
- 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 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 digitize payments/receipts.
- Participates in the Client Management Process, focusing on relationship development from new client growth to deepening existing relationships through thoughtful identification of client needs.
- Builds relationships with internal business partners and key client decision-makers, completing account/portfolio business reviews.
- Ensures service and fulfillment-related requests/queries are directed to relevant teams, responding to all client and partner requests in a timely manner, and keeping stakeholders updated on progress.
- Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly while managing client escalations and informing the internal team.
- Identifies cross-sell opportunities through account analysis and regular client interaction.
- Manages client escalations and keeps the internal team informed.
- Protects and grows revenue.
- Coordinates regular relationship review meetings with the client team, addressing process inefficiencies, improvements, and industry initiatives that benefit the client.
Requirements
- 3 years of prior treasury sales experience.
- Product and financial acumen.
- Ability to interact with and influence people internally and externally through expert verbal and written communication and 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 escalate risk to grow the business responsibly.
- Passionately curious, courageous, knowledgeable of the bank network, and effective in business partnering.
Qualifications
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
Skills
- 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
Schedule
- 1st shift (United States of America)
- 40 hours per week