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 fosters career development, recognizes performance, and supports physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
About the role
This role manages a portfolio of clients, developing strategic plans to foster expansion, creating marketing and communication plans, and ensuring bank products and services meet client expectations. The Treasury Sales Client Officer II serves as a lead in coordinating complex Request for Proposal processes, builds partnerships with key client decision-makers, and completes portfolio business reviews focused on revenue realization.
In this hybrid junior sales/treasury associate role, you will actively manage and pursue treasury revenue streams, increase product penetration across an assigned portfolio, and partner with client-facing teammates to consult on sales opportunities. You will provide product expertise to deliver tailored solutions that meet client objectives, coordinate fulfillment requests, and maintain a strong client focus with treasury and industry expertise.
Responsibilities
- Drive revenue and profitability growth by identifying new opportunities and supporting clients with strategic and tactical needs.
- Develop data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitize payments/receipts.
- Participate in the Client Management Process to develop and deepen client relationships through thoughtful identification of client needs.
- Build relationships with internal business partners and key client decision-makers; complete account/portfolio business reviews.
- Ensure service and fulfillment requests are directed to relevant teams, respond to client and partner requests promptly, and keep stakeholders updated.
- Maintain client pricing (changes, new services) and ensure accurate billing; manage client escalations and inform the internal team.
- Identify cross-sell opportunities through account analysis and regular client interaction.
- Protect and grow revenue while adhering to risk guidelines.
Requirements
- 3 years of prior treasury sales experience.
- Product and financial acumen.
- Ability to interact with and influence people internally and externally through strong verbal, written, and presentation skills.
- Ability to read and leverage data to proactively identify trends and opportunities.
- Strong organizational, prioritization, and multitasking skills to balance multiple sales activities.
- Deep understanding of bank structure and operational aspects of global cash management products and services.
- Understanding of and adherence to risk guidelines to identify, manage, and escalate risk responsibly.
- Passion for learning, courage, knowledge of bank networks, and effective 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