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 is committed to an in-office culture that supports collaboration, engagement, and career development with clear in-office expectations and role-specific flexibility.

About the role

We are looking for highly motivated, self-starting Treasury Sales Client Officers (TSCOs) to advocate for our clients by providing liquidity management, payments and receipts, trade and supply chain finance, FX, and commercial card services. This role combines high-tech solutions with a personalized touch to challenge the status quo and influence peers with diverse perspectives. Reporting to the Head of US Treasury Sales Client Officers, the TSCO will manage and grow treasury revenue and profitability across a portfolio of Fortune 500 global companies in the Large Corporate sectors.

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; completes 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 while keeping stakeholders updated.
• Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly; manages client escalations and keeps the internal team informed.
• Delivers treasury expertise, thought leadership, and a broad understanding of global cash management products and services to recognize opportunities for efficiency.
• Proactively broadens product knowledge and remains current with evolving solutions, business partner and market trends, and industry updates.
• Delivers client feedback to product partners and across the enterprise; develops strong working relationships with all partners and shares ideas and best practices within the GPS Sales team.
• Owns ad hoc projects.

Requirements

• Minimum 3 years of experience in a comparable role (e.g., Treasury Sales Advisor or Treasury Sales Officer).
• Ability to travel at least 5% of the time; most client interactions will be virtual.
• Motivating team player who values collaboration, celebrates shared success, and actively seeks and appreciates diverse thoughts and backgrounds.
• Highly engaged teammate whose intensity and intentions align with our client-focused and community-driven work.
• Embraces out-of-the-box ideas and solutions, challenges the status quo, and maintains a future-forward mindset.
• Strong communicator who values giving and receiving feedback, builds relationships easily, and is quick-thinking, flexible, and continuously learning.
• Successful history of direct treasury management sales experience with US domestic and global solutions (e.g., liquidity strategies, foreign exchange, trade).
• Broad and deep familiarity with global treasury management products, services, and trends.
• Proven business development and relationship management skills with a corporate client set.
• Excellent verbal/written communication and presentation skills.
• Proven negotiation and active listening skills with strong executive presence.
• Ability to foster strong partnerships within the core team and build sincere rapport with client contacts.

Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred.
• Intrinsically motivated to continuously improve processes and/or personal education.
• Ability to lead small groups while effectively delegating tasks.
• Desire to mentor and sponsor other associates.
• Certified Treasury Professional (CTP) certification or equivalent.
• Multi-lingual skills preferred.
• Coverage of global corporations in a comparable role is advantageous.

Schedule

• 1st shift (United States of America).
• 40 hours per week.