Treasury Sales Officer I - Healthcare Not For Profit - Higher Education

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 commitment to being an inclusive workplace includes attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

This role is part of our in-office culture with specific requirements for office-based attendance, allowing for role-specific flexibility. As a Treasury Sales Officer (TSO) in the Healthcare NFP Higher Education Group, you will manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Not-For-Profit Healthcare companies and Higher Education institutions. This position supports consistent growth in healthcare, driven by organic client growth and market share gains.

Responsibilities

• Lead product experts supporting Global Transaction Services in client engagements, account management, and closing complex, high-dollar deals or emerging solution opportunities with strategic clients.
• Act as the product sales or industry expert in client calls, identifying opportunities and influencing solutions.
• Drive collaboration between product, sales, and client relationship teams to package market-leading solutions addressing client challenges.
• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio, including prospect opportunities outside the portfolio.
• Partner with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others to provide U.S. and international treasury solutions tailored to client needs.
• Serve as a digital ambassador, driving adoption of mobile, digital, and real-time payments.
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their trusted advisor on working capital, financial technology, and industry-specific issues.
• Articulate and understand the not-for-profit, healthcare, and higher education environments, including reform and industry trends, to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
• Lead and participate in speaking engagements with key industry organizations (e.g., HFMA, NACUBO).
• Proactively create impactful client/prospect events centered on industry trends (e.g., Innovation, Fraud, Patient Satisfaction, System Integration).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce.
• Engage with driven client teams to maintain momentum with existing clients and prospects.
• Drive expansion of Solutions Per Relationship (SPR).
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain strong client focus while understanding the operational aspects of the bank, including awareness of treasury products and services used by clients.
• Lead strategic dialogues around key client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning.
• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development and delivery.
• Focus on client relationship development, from growing new relationships to deepening existing ones through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling, portfolio development, pricing strategy, and proposal responses.
• Partner with bankers and product specialists to develop customized treasury solutions based on client-focused cost/benefit and bank-focused profitability analysis.
• Lead pricing and negotiation discussions to optimize relationship profitability and Year-over-Year (YoY) growth.
• Coach and mentor Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

• 3+ years of Treasury Sales Officer experience.
• Ability to travel up to 25% of the time.
• Successful track record in treasury management sales with broad and deep familiarity with global treasury management products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills with strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners, and escalate as needed.
• Demonstrates ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a high level of client satisfaction.
• Able to work as an individual contributor and as a close team member in a fast-paced environment.
• Effectively manages risk while balancing the needs of the client, team, and bank.

Qualifications

• Bachelor’s Degree or equivalent work experience (Finance, Accounting, Management, or related field preferred).
• For-profit, Not-For-Profit, Higher Education, or Healthcare banking/Revenue Cycle experience is a plus.
• 3+ years of banking experience.
• Prior Card solution experience is a plus.
• Certified Treasury Professional (CTP) certification or equivalent is a plus.
• MBA or equivalent is a plus.

Skills

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Schedule

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