Treasury Sales Client Officer II – East

Bank of America

. Act as the 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 treasury sales and project management, with a strong ability to deliver integrated treasury solutions and drive revenue realization. Possesses deep knowledge of bank structure and global cash management products, along with exceptional communication and presentation skills.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementData AnalysisClient Relationship ManagementCash Management Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisTreasury SolutionsCash ManagementRisk ManagementFinancial AcumenSales StrategyPresentation SkillsClient InsightsOperational Excellence

Soft Skills

CommunicationProblem-SolvingStakeholder AlignmentOrganizational SkillsDecision-Making

Industry Keywords

TreasuryBank StructureClient Management ProcessCross-Sell OpportunitiesMerchant SolutionsDeposit SolutionsClient FulfillmentRisk GuidelinesBusiness PartneringWorking Capital

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 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 full project scope
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
Maintain client, treasury industry, client subsector, and bank-structure expertise
Develop data-driven client insights and presentations with 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 interactions and scope expansions
Serve as the client’s single point of contact through implementation and testing of multiple products
Facilitate internal and external client calls
Drive process improvement, operational excellence, and project completion with key stakeholders
Troubleshoot and resolve complex internal client-team escalations
Apply project management disciplines, document discussions, plans, and action items, and distribute updates
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
Ability to drive alignment across diverse stakeholders and deliver 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
Knowledge of bank network and effective business partnering
40 hours per week availability
B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired)

Benefits

Comp & perks

Inclusive workplace and culture of caring
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Competitive and flexible benefits
Annual discretionary incentive plan eligibility
Paid time off
Employee resources and support