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 digital adoption within the auto dealer sector.

Highest-signal resume keywords

Treasury Management ProductsClient Relationship ManagementRevenue Growth StrategiesFinancial AcumenCertified Treasury Professional (CTP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementCost/Benefit AnalysisPricing NegotiationPortfolio DevelopmentClient AcquisitionDigital PaymentsData AnalyticsRFP ResponsesTreasury Solutions Evaluation

Soft Skills

Relationship BuildingOrganizational SkillsClient SatisfactionMentoringProcess Improvement

Tools & Technologies

Treasury SoftwareBanking ServicesDigital ToolsAI Technology

Certifications & Qualifications

Certified Treasury Professional (CTP)Bachelor’s Degree

Industry Keywords

Global Commercial BankingDealer Financial ServicesAuto Dealer SectorClient Management ProcessFinancial Ecosystems

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 enterprise partners
Position treasury solutions that best suit clients’ needs through daily virtual interactions with client contacts
Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year revenue growth
Act as a digital ambassador driving mobile, digital, and real-time payments adoption
Lead strategic dialogues around client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning
Participate in the Client Management Process focused on client acquisition and deepening existing relationships
Manage implementation of all solutions from start to finish, ensuring a smooth client experience and speed to revenue
Own revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and client-facing treasury presentations
Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
Maintain communication with Relationship Managers and core team members regarding client information, treasury products, and industry knowledge
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 core Key Performance Indicators within clients’ treasury operations ecosystems
Ability to foster strong partnerships within the core team and build sincere rapport with client contacts
Ability to manage competing priorities in an organized fashion while maintaining consistent 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 (desired)
Certified Treasury Professional Certification (CTP) or equivalent (desired)
Experience as a Treasury Sales Analyst or Associate working with, understanding, and influencing business clients (desired)
Understanding of treasury software, tools, and banking services commonly utilized by auto dealers
Experience in the auto dealer sector preferred
Motivation to continuously improve processes and/or one’s own education
Desire to mentor and sponsor other associates
Ability and willingness to adopt new technology, including AI
Bachelor’s Degree or Equivalent Work Experience

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and make an impact