Treasury Sales Officer I/II

Bank of America

Bank of America

Accounting & Finance, Sales & Business Development
New York, NY, USA · Charlotte, NC, USA · United States · Remote
Posted on Saturday, June 29, 2024

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Have 2 openings available.

  • 1 Director in Chicago, Charlotte, or NYC

  • 1 VP in Chicago, Charlotte, or NYC

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. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.


  • Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations

  • Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis

  • Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

  • Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

  • Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning

  • Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables

  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.

  • The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.

  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.

  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.

  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.

Required Qualifications:

  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

  • corporate client set experience.

  • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends

  • Demonstrate creative thinking while adhering to guidelines

  • Strong business/financial acumen

  • Foster strong partnerships within the core team and build trust and deep, market differentiating relationships with clients

  • Manage risk while balancing the needs of the client, the team, and the bank

  • Work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment

  • Strong executive presence both internally/externally

Desired Qualifications:

  • US and International treasury management and/or product knowledge

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Lead small groups while effectively delegating tasks

  • Exercises the desire to mentor and sponsor other associates

  • Certified Treasury Professional certification or equivalent

Education: BA degree or equivalent work experience


  • Account Management

  • Business Development

  • Client Management

  • Client Solutions Advisory

  • Customer and Client Focus

  • Critical Thinking

  • Portfolio Analysis

  • Presentation Skills

  • Relationship Building

  • Sales Strategy

  • Oral and Written Communications

  • Negotiation Skills

  • Listening Skills

  • Strategic Thinking

  • Problem Resolution Skills

  • Prioritization Skills


1st shift (United States of America)

Hours Per Week: