Treasury Sales Client Officer

Bank of America

. Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients .

Posted 10/2/2026full-timeUnited StatesMid-LevelSenior💰 $107,000 - $133,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in treasury sales and project management, with a strong ability to deliver integrated treasury solutions and manage complex client relationships. Proficient in data analysis to identify trends and opportunities, ensuring alignment with client needs and operational excellence.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementClient Relationship ManagementData AnalysisFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project Management DisciplinesComplex Project LeadershipCash Management SolutionsRisk ManagementData-Driven Insights

Soft Skills

Expert CommunicationStrong Presentation SkillsOrganizational SkillsInfluencing SkillsProblem-Solving

Industry Keywords

Treasury SolutionsBank StructureRevenue Cycle ExperienceClient Management ProcessOperational Excellence

About the role

Key responsibilities & impact

Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients
Serve as a comprehensive project manager focused on accelerating revenue realization
Lead, direct, influence, and coordinate delivery of complex treasury, cash management, card, merchant, and deposit solutions
Resolve escalations using expertise, discretion, independent judgment, and sound decision-making
Deliver integrated treasury solutions across the entire project scope
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
Maintain client, treasury industry, and client subsector expertise and a broad understanding of the bank's structure
Develop data-driven client insights and presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts
Participate in the Client Management Process to develop new relationships and deepen existing relationships through identification of client needs
Direct service and fulfillment requests to relevant teams, respond to client and partner requests, and keep stakeholders updated
Identify cross-sell opportunities through scope expansions driven by client interactions
Serve as the client's single point of contact through implementation and testing of multiple products
Bridge project plans across payment solutions and fulfillment teams
Facilitate internal and external client calls for implementation requests
Leverage stakeholders to drive process improvement, operational excellence, and successful project completion
Troubleshoot, research, and respond to internal client team requests and complex escalations
Apply project management disciplines to keep projects on track, document meeting discussions, project plans, and action items, and distribute updates regularly
Validate services meet client expectations after implementation and ensure a smooth handoff to Client Services

Requirements

What you’ll need

3 years of prior treasury sales experience
Product and financial acumen
Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and delivering results within established deadlines and budgets
Ability to interact with and influence people internally and externally through expert verbal and written communication and strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize, and balance multiple sales activities
Deep understanding of bank structure and operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to identify, manage, and escalate risk responsibly
Passionately curious and courageous; knowledge of bank network and effective business partnering
B.S. or B.A. in finance, accounting, management, or another undergraduate degree is desired
For-profit, Not-For-Profit, Higher Education, or Healthcare banking/Revenue Cycle experience is a plus
Ability to work 1st shift in the United States of America
Availability for 40 hours per week

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employee wellness and impact
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and build a career