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 ensures every teammate has the opportunity to succeed, build a career, and contribute to our shared success. 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 that emphasizes collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and business needs.

About the role

This role manages a portfolio of clients, focusing on strategic expansion, marketing, 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, building partnerships with key client decision-makers, and conducting portfolio business reviews with a focus on revenue realization.

Responsibilities

• Manage day-to-day relationships with Middle Market clients, retaining and growing existing revenue while deepening solutions per relationship.
• Manage pricing and profitability, and conduct phone/web-based client outreach.
• Deliver integrated treasury solutions to clients within an assigned portfolio, partnering with client-facing teammates to consult on sales opportunities.
• Actively manage and pursue treasury revenue streams, increasing product penetration across the portfolio.
• Provide product expertise to deliver tailored solutions that meet client objectives.
• Coordinate fulfillment requests and regular relationship review meetings with the client team.
• Identify process inefficiencies, improvements, and industry initiatives to benefit clients.
• Maintain client focus, treasury industry 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 and deepen client relationships through thoughtful identification of needs.
• Build relationships with internal business partners and key client decision-makers, completing account/portfolio business reviews.
• Ensure service and fulfillment requests are directed to relevant teams, responding to client and partner requests promptly and keeping stakeholders updated.
• Maintain client pricing (changes, new services) and ensure accurate billing for all products and services.
• Manage client escalations and keep the internal team informed.
• 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 and written communication 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 the 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 the bank network, 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.