Treasury Sales Client Officer II

Bank of America

. Manage day-to-day relationships with Middle Market clients .

Posted 10/4/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and delivering integrated treasury solutions while driving revenue growth through strategic insights and effective communication. Proficient in analyzing data to identify trends and opportunities within the treasury sales domain.

Highest-signal resume keywords

Treasury Sales ExperienceProduct And Financial AcumenExpert Verbal And Written CommunicationData Analysis And Trend IdentificationGlobal Cash Management Products Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Solutions ManagementRevenue Growth StrategiesClient Relationship ManagementPricing And Profitability ManagementAccount AnalysisRisk ManagementData-Driven InsightsSales Activity OrganizationPresentation SkillsCross-Selling Opportunities

Soft Skills

Influencing SkillsOrganizational SkillsPrioritization SkillsCollaborationClient Interaction

Industry Keywords

Middle Market ClientsBank StructureOperational AspectsRisk GuidelinesBusiness PartneringClient Management ProcessPayment DigitizationWorking Capital ManagementRevenue ProtectionFulfillment Requests

About the role

Key responsibilities & impact

Manage day-to-day relationships with Middle Market clients
Retain and grow existing revenue and identify opportunities to deepen solutions
Manage pricing and profitability and conduct direct phone/web-based client calling
Deliver integrated treasury solutions to clients within an assigned portfolio
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
Actively manage treasury revenue streams and increase product penetration across the assigned portfolio
Coordinate fulfillment requests and regular relationship review meetings
Identify process inefficiencies, improvements, and relevant industry initiatives
Drive revenue and profitability growth by identifying new opportunities and supporting strategic and tactical client needs
Develop data-driven client insights and presentations with recommendations on risk reduction, working capital, and payment/receipt digitization
Participate in the Client Management Process to develop and deepen client relationships
Build relationships with internal business partners and key client decision makers
Complete account and portfolio business reviews
Direct service and fulfillment requests to relevant teams and provide timely updates
Maintain client pricing, ensure billing accuracy, and manage client escalations
Identify cross-sell opportunities through account analysis and regular client interaction
Protect and grow revenue

Requirements

What you’ll need

3 years of prior treasury sales experience
Product and financial acumen
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

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
Full-time schedule with 40 hours per week