Treasury Sales Officer II - Global Payment Solutions - Middle Market Technology

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. This includes our commitment to being an inclusive workplace, 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.

About the Role

This role is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and emerging solution opportunities with strategic clients. As an established Treasury Sales Officer (TSO) aligned to Global Commercial Banking’s Transformative Technology Group, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of U.S.-based, globally oriented Middle Market Technology companies with annual revenues up to $2 billion.

You’ll serve as a trusted advisor by offering industry-leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation. You’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners while delivering Bank of America’s globally consistent and locally relevant treasury platform.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio.
• Collaborate with Relationship 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 U.S. and international treasury solutions tailored to clients’ needs.
• Act as a digital ambassador driving mobile, digital, and real-time payments adoption.
• 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 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 various treasury products and services used by clients.
• Drive and achieve consistent goal attainment with performance metrics.
• 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, proposal responses, and lead client-facing treasury presentations.
• Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability and Year-over-Year (YoY) growth.
• Coach and mentor Treasury Analysts and work 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 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 the 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 as well as a close team member in a fast-paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 8 years of Treasury Sales Officer experience (desired).
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
• International banking experience (desired).
• Intrinsic motivation for process improvement (desired).
• Proven track record of prioritizing competing priorities and leading small groups while delegating tasks (desired).
• Certified Treasury Professional Certification (CTP) or equivalent (desired).
• MBA or equivalent (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.