Treasury Sales Client Officer II

Bank of America

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

Posted 10/2/2026full-timeLos Angeles • California • United 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 managing complex treasury projects, delivering integrated solutions, and driving revenue growth through effective client engagement and data-driven insights. Possesses strong financial acumen and the ability to influence stakeholders while adhering to risk management guidelines.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementFinancial AcumenData AnalysisClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementTreasury SolutionsCash ManagementRisk ManagementData AnalysisPresentation SkillsSales StrategyOperational ExcellenceProcess ImprovementClient Insights

Soft Skills

CommunicationInfluencingOrganizational SkillsProblem-SolvingCollaboration

Industry Keywords

Bank StructureGlobal Cash ManagementClient Management ProcessCross-Sell OpportunitiesStakeholder Engagement

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
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 scope expansions
Serve as the 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
Troubleshoot and resolve complex internal client team escalations
Maintain project plans, meeting documentation, and action items; distribute updates regularly
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 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
Knowledge of bank network and effective business partnering
B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired)

Benefits

Comp & perks

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