Jobs · Business Development · Illinois

Treasury Sales Officer III / Business Development - Not For Profit Health and Higher Education

Bank of America · Chicago, IL · 2 wk ago
Business DevelopmentFull-time

About the role

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global.

As a Director and Business Development Officer, you will lead a client facing effort that sits at the nexus of payments trends, cash management, liquidity and working capital advisory. You will act as a strategic trusted partner to clients across the healthcare industries and partners with coverage bankers, sales leaders, and product specialists to develop value propositions aligned to our company and global Payments strategy.

Responsibilities

  • Shape and execute client acquisition strategy for a defined portfolio of the most complex and strategic healthcare relationships, with a focus on expanding wallet share and penetrating new opportunities.
  • Support Treasury Sales Executives (TSEs) and banking teams in client engagement strategy, call planning, and solution positioning, ensuring a coordinated, team-led approach to revenue generation.
  • Drive proactive prospecting efforts across assigned healthcare systems, identifying whitespace opportunities and advancing early-stage opportunities into actionable pipelines.
  • Provide leadership and support on complex, multi-product deal structures, including emerging solution opportunities that expand market share across payments, liquidity, and working capital.
  • Partner with product specialists and coverage teams to design integrated, client-centric solutions, aligning capabilities across all major Lines of Business.
  • Act as a senior advisor on structuring and positioning treasury solutions for sophisticated client needs, including large-scale transformations and strategic initiatives.
  • Lead the strategic and tactical execution of segment-level initiatives, ensuring alignment across Treasury, Banking, and Product organizations.
  • Drive collaboration between product, sales, and client relationship teams to accelerate commercialization of solutions within the healthcare segment.
  • Support execution of global and regional growth initiatives, translating enterprise priorities into actionable plans at the client level.
  • Identify and analyze emerging product trends, competitive strategies, and market gaps, particularly within the healthcare ecosystem.
  • Develop and execute responses to evolving market dynamics, helping shape internal product development priorities and go-to-market strategies.
  • Serve as a feedback channel to product teams by bringing voice-of-client insights into innovation and roadmap discussions.
  • Act as a subject matter expert in treasury management and product risk, supporting banking partners in understanding solution capabilities and appropriate application.
  • Provide guidance across the sales cycle to ensure proper structuring, risk alignment, and adherence to internal policies.
  • Serve as a trusted internal advisor, bridging knowledge gaps between product, banking, and sales teams.
  • Actively participate in client call planning, executive reviews, and strategic discussions, influencing outcomes through deep industry and product expertise.
  • Serve as a representative of the bank at key healthcare and treasury industry events, delivering thought leadership and consultative insights.
  • Lead high-impact discussions with CFOs, Treasurers, and senior stakeholders, positioning the bank as a strategic partner in financial transformation.
  • Support and advise on our consultant engagement strategy, finding areas of collaboration and contributing to deal flow through joint client pitching and referrals. Serve customers and clients by ensuring different regional Product and Sales teams work together seamlessly.
  • Expand the remit of thought leadership relevant to the modern challenges and priorities of senior treasurers and payments leaders, including environmental, social and governance (ESG) considerations and artificial intelligence (AI) applications in treasury and payments.

Required qualifications, capabilities, and skills

  • 20+ years of experience across cash management, working capital, liquidity, foreign exchange, and merchant acquiring experience either through a transaction banking career and / or with corporate treasury.
  • Experience advising or working within large corporate, Global Commercial Banking / MNC treasury (multinational corporations) and relevant buying centers and demonstrating knowledge of how treasury & payments are evolving to support shifting business and operational needs relevant to the C-suite.
  • Strong analytical and problem-solving skills, with proficiency in quantitative analysis and financial modelling
  • Protects the reputation of GPS across the regions through appropriate risk management and governance and control consistent with the Risk Framework.

Preferred qualifications, capabilities, and skills

  • Excellent communication and presentation skills, with the ability to effectively communicate complex concepts to diverse audiences.
  • Demonstrated leadership abilities, with experience leading client engagements and managing cross-functional teams.
  • Deep Payments & Transactions experience and background
  • Organizational and political intelligence that translates across regions and cultures.
  • Strong listening and communication skills
  • Ability to influence across leadership team(s); can serve as important internal adviser and “honest broker” who presents both sides of complex issues while maintaining objectivity.
  • In-depth subject matter expertise of the healthcare industry

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