Treasury Sales Client Officer II

Bank of America

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

Posted 10/4/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury sales, client relationship management, and data-driven insights to drive revenue growth and enhance client solutions. Proficient in financial acumen and risk management within global cash management products.

Highest-signal resume keywords

Treasury Sales ExperienceClient Relationship ManagementData Analysis and InsightsRisk ManagementFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury SolutionsRevenue Growth StrategiesPricing ManagementProduct PenetrationAccount Analysis

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsStakeholder Influence

Industry Keywords

Middle Market ClientsGlobal Cash ManagementBank StructureOperational AspectsRisk Guidelines

About the role

Key responsibilities & impact

Manage day-to-day relationships with Middle Market clients
Retain and grow existing revenue and deepen solutions across client relationships
Manage pricing and profitability and conduct direct phone/web-based client calling
Deliver integrated treasury solutions to clients within an assigned portfolio
Consult on sales opportunities and provide product expertise to client-facing teammates
Pursue 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 insights and client presentations with recommendations on risk reduction, working capital, and payment/receipt digitization
Participate in the Client Management Process to develop new and existing 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 respond to client and partner requests
Maintain client pricing and ensure products and services are billed correctly
Manage client escalations and keep internal teams informed
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 internal and external stakeholders 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 physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs