Treasury Sales Client Officer

Bank of America

. Act as 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

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Demonstrates expertise in managing complex treasury projects, delivering integrated cash management solutions, and fostering strong client relationships. Proficient in data analysis to drive insights and improve operational efficiency while adhering to risk management guidelines.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementClient Relationship ManagementData AnalysisCash Management Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisRisk ManagementTreasury SolutionsCash ManagementPresentation SkillsSales StrategyClient InsightsOperational ExcellenceStakeholder Alignment

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsPrioritizationProblem Solving

Industry Keywords

TreasuryCash ManagementClient Management ProcessBank StructureBusiness PartneringPayment SolutionsFulfillment TeamsCross-Sell OpportunitiesRevenue RealizationRisk Guidelines

About the role

Key responsibilities & impact

Act as 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
Deliver integrated treasury solutions across the entirety of project scope
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
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 and deepen client relationships
Direct service and fulfillment requests to relevant teams and keep stakeholders updated
Identify cross-sell opportunities through client-driven scope expansions
Serve as the client’s single point of contact through implementation and testing of multiple products
Facilitate internal and external client calls and bridge project plans across payment solutions and fulfillment teams
Drive process improvement, operational excellence, and successful project completion while resolving escalations
Troubleshoot, research, and resolve complex internal client team requests
Maintain project plans, meeting documentation, and action items; ensure delivery dates are met
Validate services meet client expectations post-implementation and hand off to Client Services

Requirements

What you’ll need

3 years of prior treasury sales experience
Product and financial acumen
Proven track record leading complex projects from inception through completion, aligning diverse stakeholders, and delivering within deadlines and budgets
Expert verbal and written communication and strong presentation skills
Ability to read and leverage data to identify trends and opportunities
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
Knowledge of bank network and effective business partnering

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support to make an impact and contribute to sustainable business and community growth
Eligibility to participate in the annual discretionary incentive plan