Treasury Sales Client Officer II – Global Payment Solutions

Bank of America

. Manage and actively pursue treasury revenue streams and product penetration across an assigned Business Banking client portfolio in the Central Southwest region .

Posted 10/26/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in treasury management and cash management operations, with a strong focus on client relationship building, revenue growth, and strategic solution positioning. Proficient in leveraging data analytics to drive decision-making and enhance client satisfaction.

Highest-signal resume keywords

Treasury Management ProductsClient Relationship ManagementData AnalyticsBusiness Financial AcumenNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementFinancial AnalysisPricing StrategyClient PresentationsRevenue Growth StrategiesRisk ManagementCost/Benefit AnalysisPortfolio DevelopmentSales Activity Management

Soft Skills

Relationship BuildingCommunication SkillsOrganizational SkillsPrioritizationInfluencing Skills

Tools & Technologies

Digital PaymentsMobile PaymentsAI Technology Adoption

Industry Keywords

Business BankingGlobal Treasury ManagementClient Management ProcessBank OperationsIndustry Trends

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned Business Banking client portfolio in the Central Southwest 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 US and occasionally international treasury solutions aligned with client needs
Conduct 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 client dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning
Participate in the Client Management Process to acquire clients and deepen existing relationships
Manage solution implementations from start to finish
Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and client-facing treasury presentations
Evaluate treasury solutions through client cost/benefit and bank profitability analyses
Maintain client focus and awareness of bank operations, treasury products, and industry trends
Communicate updated client and treasury product information to core team members
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
Strong business/financial acumen aligned to client treasury operations KPIs
Ability to foster strong partnerships and build rapport with client contacts
Ability to manage competing priorities while maintaining client satisfaction
Broad and deep familiarity with global treasury management products, services, and trends
Bachelor's Degree or equivalent work experience
Ability to influence internal and external stakeholders through verbal and written communication and presentation skills
Ability to read and leverage data to identify trends and opportunities
Ability to organize, prioritize, and balance multiple sales activities
Understanding of bank structure and global cash management operations
Understanding and adherence to risk guidelines
Knowledge of bank network and effective business partnering
Willingness to adopt new technology, including AI
40 hours per week
Availability for 1st shift

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Teammate physical, emotional, and financial wellness support
Recognition and rewarding of performance
Work-from-home posture may be available to internal employees without making them ineligible to post