Treasury Sales Client Officer II – Global Payment Solutions, Tech Industry Vertical

Bank of America

. Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry vertical portfolio for the North East .

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, client relationship building, and strategic solution positioning, with a strong focus on revenue growth and product penetration. Proficient in evaluating treasury solutions and maintaining awareness of industry trends to drive client satisfaction and operational success.

Highest-signal resume keywords

Treasury ManagementClient Relationship ManagementRevenue Growth StrategiesCertified Treasury Professional (CTP)Treasury Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash ManagementFinancial AcumenCost/Benefit AnalysisProduct PenetrationPricing NegotiationClient AcquisitionPortfolio DevelopmentDigital PaymentsReal-Time Payments

Soft Skills

Partnership BuildingOrganizational SkillsClient Satisfaction FocusCommunication SkillsRapport Building

Tools & Technologies

Treasury SoftwareBanking ServicesAI Technology Adoption

Certifications & Qualifications

Certified Treasury Professional (CTP)Bachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in Management

Industry Keywords

HTSRA Tech IndustryGlobal Treasury ManagementIndustry Data AnalyticsClient Management ProcessAuto Dealers Sector Experience

About the role

Key responsibilities & impact

Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry vertical portfolio for the North East
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 suited 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 all 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 client focus and awareness of bank operations, treasury products and industry trends
Communicate updated client, product and industry information to 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 to align 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 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
Solid understanding of treasury software, tools and banking services commonly utilized by Auto Dealers; sector experience preferred
Ability and willingness to adopt new technology, including AI
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility