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 .

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, product penetration, and revenue growth. Proficient in leveraging data analytics and industry trends to drive strategic client solutions and enhance client satisfaction.

Highest-signal resume keywords

Treasury Management ProductsClient ManagementFinancial AcumenData AnalyticsRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementPortfolio AnalysisPricing NegotiationClient Solutions AdvisoryRevenue Growth StrategiesRisk Guidelines AdherenceGlobal Treasury TrendsImplementation ManagementPerformance Metrics Evaluation

Soft Skills

Communication SkillsProblem SolvingCollaborationActive ListeningPrioritization

Tools & Technologies

Digital PaymentsMobile PaymentsAI Technology Adoption

Industry Keywords

Business BankingClient Portfolio ManagementFinancial ServicesBank StructureClient Prospecting

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned Business Banking client portfolio
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 teams
Position US and sometimes international treasury solutions for client needs
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 implementation of solutions 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, treasury product, industry, and operational knowledge
Keep Relationship Managers and core team members informed of client and product information
Maintain performance against goals and 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
Product and financial acumen
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
Understanding of bank structure and global cash management operations
Understanding of and adherence to risk guidelines
Knowledge of bank network and effective business partnering
Ability to adopt new technology, including AI
Skills in account management, client management, client solutions advisory, portfolio analysis, problem solving, relationship building, active listening, coaching, collaboration, and prioritization
Willingness to work 1st shift in the United States of America
40 hours per week

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Teammate physical, emotional, and financial wellness support
Recognition and rewards for performance
Flexible work arrangements based on role-specific considerations
Work from home posture may be available to internal employees without making them ineligible to post