Treasury Sales Officer II - Global Payment Solutions - Healthcare and Technology (HTSRA)

About the role

This role leads product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and emerging solution opportunities with strategic clients. The Transformative Healthcare and Technology Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For-Profit Healthcare companies, supporting consistent strong growth driven by organic client growth and market share gains.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across assigned portfolios; in some cases, pursue client prospect opportunities outside the portfolio.
• Collaborate with partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and international treasury solutions tailored to client needs.
• Act as a digital ambassador driving adoption of mobile, digital, and real-time payments.
• Lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, 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 and industry awareness of treasury products and services.
• 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 client relationships to deepening existing ones through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, and proposal responses.
• Partner with bankers and product specialists to develop customized treasury solutions.
• 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

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 30% of the time.
• Successful track record in treasury management sales.
• 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; strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to 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 high 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 (required).
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
• Certified Treasury Professional Certification (CTP) or equivalent (desired).
• MBA or equivalent (desired).
• International banking experience (desired).

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.

Benefits

Bank of America provides affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness. The company fosters an inclusive workplace where every teammate has opportunities to succeed, build a career, and contribute to shared success.