Treasury Sales Client Officer II

Bank of America

. Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Northeast region .

Posted 10/9/2026full-timePhiladelphia • Pennsylvania • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury management and cash management, with a strong focus on client relationship building, revenue growth, and strategic solution implementation. Proficient in evaluating treasury solutions and driving product penetration while maintaining high client satisfaction.

Highest-signal resume keywords

Treasury ManagementClient Relationship ManagementFinancial AcumenCertified Treasury ProfessionalGlobal Treasury Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementFinancial AnalysisCost/Benefit AnalysisRevenue Growth StrategiesClient AcquisitionPortfolio DevelopmentPricing NegotiationRFP ResponsesDigital Payments

Soft Skills

Strong Partnership BuildingOrganizational SkillsClient Satisfaction FocusIntrinsic MotivationMentoring

Tools & Technologies

AI Technology AdoptionDigital Payment Solutions

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Business BankingTreasury SolutionsClient Management ProcessPerformance MetricsIndustry Data Analytics

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Northeast region
Pursue client prospect opportunities outside the assigned portfolio
Partner with Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists, and other enterprise partners
Position U.S. and sometimes international treasury solutions suited to client needs
Maintain daily virtual interactions with client contacts
Lead pricing and negotiation discussions for treasury management products
Drive mobile, digital, and real-time payments adoption
Lead strategic dialogues around client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning
Participate in the Client Management Process focused on client acquisition and relationship deepening
Manage implementation of all solutions from start to finish, ensuring a smooth client experience and speed to revenue
Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparation, and client-facing treasury presentations
Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
Maintain communication with Relationship Managers and core team members regarding client and product information
Maintain goal achievement and performance metrics

Requirements

What you’ll need

At least 3 years of demonstrated success in a treasury or cash management capacity
Ability to travel up to 5%
Strong business/financial acumen to align to core Key Performance Indicators within clients’ treasury operations ecosystems
Ability to foster strong partnerships within the core team and build sincere rapport with client contacts
Ability to manage competing priorities in an organized fashion while maintaining consistent client satisfaction
Broad and deep familiarity with global treasury management products, services and trends
Certified Treasury Professional certification or equivalent (desired)
B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired)
Intrinsic motivation to continuously improve processes and/or one’s own education (desired)
Desire to mentor and sponsor other associates (desired)
Ability and willingness to adopt new technology, including AI (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 with role-specific flexibility
Mentoring and sponsorship opportunities (desired)