Treasury Sales Client Officer II – Global Payment Solutions

Bank of America

. Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry portfolio in the Northeast .

Posted 9/15/2026full-timeNew York City • New Jersey • United 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 and revenue growth. Proficient in evaluating treasury solutions and implementing client-centric strategies to enhance product penetration and client satisfaction.

Highest-signal resume keywords

Treasury ManagementClient Relationship ManagementFinancial AcumenCertified Treasury Professional (CTP)Global Treasury Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Solutions EvaluationCost/Benefit AnalysisRevenue Growth StrategiesProduct PenetrationPricing Negotiation

Soft Skills

Partnership BuildingClient Satisfaction ManagementProcess Improvement MotivationMentoring and Sponsoring

Tools & Technologies

Treasury SoftwareBanking ServicesDigital PaymentsReal-Time Payments

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

Auto Dealers SectorClient Management ProcessIndustry Data AnalyticsPeer Benchmarking

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry portfolio in the Northeast
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 US and sometimes international treasury solutions to meet 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 around client-centric issues 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 cost/benefit and bank profitability analyses
Maintain client focus and understanding of bank operations and treasury products
Communicate with Relationship Managers and core team members regarding client information, 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 client treasury operations KPIs
Ability to foster strong partnerships and build sincere 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
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent desired
Understanding of treasury software, tools, and banking services commonly utilized by Auto Dealers
Experience in the Auto Dealers sector preferred
Motivation to continuously improve processes and one's own education
Desire to mentor and sponsor other associates
Ability and willingness to adopt new technology, including AI
Ability to work 1st shift in the United States of America
40 hours per week

Benefits

Comp & perks

Annual discretionary incentive award eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations