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 process improvements. Capable of leveraging data insights to enhance client relationships and optimize financial outcomes.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementClient Relationship ManagementData AnalysisCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementTreasury SolutionsCash ManagementFinancial AcumenRisk ManagementData-Driven InsightsSales StrategyOperational ExcellencePresentation SkillsStakeholder Alignment

Soft Skills

Problem SolvingDecision MakingOrganizational SkillsCollaborationInfluencing

Industry Keywords

Bank StructureGlobal Cash ManagementRevenue CycleFor-Profit BankingNot-for-Profit BankingHigher Education BankingHealthcare Banking

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 full project scope
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
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 new and existing client relationships
Direct service and fulfillment requests to relevant teams and keep stakeholders updated
Identify cross-sell opportunities through client-driven 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 successful project completion
Troubleshoot and resolve complex internal client team escalations
Apply project management disciplines, document meeting discussions, project 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 of leading complex projects from inception through completion
Ability to drive alignment across diverse stakeholders and deliver results within established deadlines and budgets
Expert verbal and written communication skills
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
B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired)
For-profit, Not-for-Profit, Higher Education, or Healthcare banking/Revenue Cycle experience is a plus

Benefits

Comp & perks

Inclusive workplace culture
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Industry-leading benefits
Paid time off
Employee resources and support
Eligibility to participate in annual discretionary incentive plan
Annual discretionary award based on individual performance, line of business/group performance, and company success