Treasury Sales Client Officer II
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, creating effective marketing and communication plans, and ensuring bank product offerings and service support meet client expectations.
The Treasury Sales Client Officer serves as the lead in coordinating complex Request for Proposal processes with Treasury Sales teams, builds partnerships with business partners and key client decision makers, and completes portfolio business reviews with a focus on revenue realization.
Responsibilities
- Deliver integrated treasury solutions to clients within an assigned portfolio.
- Partner closely with client-facing teammates to consult on sales opportunities and provide product expertise to deliver optimal client solutions.
- Actively manage and pursue treasury revenue streams, increasing product penetration across the portfolio.
- Coordinate regular relationship review meetings with client teams to address process inefficiencies, improvements, and industry initiatives.
- Maintain client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank’s structure.
- 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 client relationships, from new client acquisition to deepening existing relationships.
- 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 for managing 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.
- Passionately curious, courageous, knowledgeable about the bank network, and skilled in 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.