Treasury Sales Client Officer II – Global Payment Solutions, Automotive Dealer Financial Services

Bank of America

. Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services segment .

Posted 9/22/2026full-timeUnited StatesMid-LevelSenior💰 $107,000 - $133,500 per yearWebsite

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 positioning. Proficient in evaluating treasury solutions and driving product adoption in the Global Commercial Banking sector.

Highest-signal resume keywords

Treasury ManagementClient Relationship ManagementRevenue Growth StrategiesTreasury Solutions EvaluationCertified Treasury Professional (CTP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ProductsCash ManagementFinancial AcumenCost/Benefit AnalysisPricing NegotiationPortfolio DevelopmentRFP ResponsesClient-Facing PresentationsDigital Payments AdoptionAI Technology Adoption

Soft Skills

Partnership BuildingClient Satisfaction ManagementCompeting Priorities Management

Tools & Technologies

Treasury SoftwareBanking Services

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

Global Commercial BankingDealer Financial ServicesAuto Dealer SectorClient Management ProcessIndustry Data Analytics

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services segment
Pursue client prospect opportunities outside the portfolio with Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists, and other partners
Position treasury solutions according to 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 dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning
Participate in the Client Management Process for client acquisition and relationship deepening
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 using client-focused cost/benefit and bank-focused profitability analyses
Maintain communication with Relationship Managers and core team members
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
B.S. or B.A. in finance, accounting, management, or another undergraduate degree is desired
Certified Treasury Professional Certification (CTP) or equivalent is desired
Experience as a Treasury Sales Analyst or Associate working with business clients
Understanding of treasury software, tools, and banking services used by auto dealers
Experience in the auto dealer sector is preferred
Willingness to adopt new technology, including AI
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Annual discretionary incentive plan eligibility