Treasury Sales Client Officer II – West

Bank of America

. Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients .

Posted 10/2/2026full-timeLos Angeles • California • United StatesMid-LevelSenior💰 $107,000 - $133,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury sales and project management, with a strong focus on delivering integrated treasury solutions and driving revenue growth. Capable of leveraging data insights to enhance client relationships and operational efficiency.

Highest-signal resume keywords

Treasury Sales ExperienceProject ManagementClient Relationship ManagementData AnalysisCash Management Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisTreasury SolutionsCash ManagementRisk ManagementSales StrategyFinancial AcumenPresentation SkillsStakeholder EngagementOperational Excellence

Soft Skills

Verbal CommunicationWritten CommunicationInfluencing SkillsOrganizational SkillsCuriosity

Industry Keywords

TreasuryCash ManagementClient Management ProcessRisk GuidelinesBank StructureMerchant SolutionsDeposit SolutionsPayment DigitizationCross-Sell OpportunitiesService Fulfillment

About the role

Key responsibilities & impact

Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients
Serve as a comprehensive project manager focused on accelerating revenue realization
Lead, direct, influence, and coordinate delivery of complex treasury, cash management, card, merchant, and deposit solutions
Resolve escalations using expertise, independent judgment, and discretion
Deliver integrated treasury solutions across the entire project scope
Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
Develop data-driven client insights and presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts
Participate in the Client Management Process to develop and deepen client relationships
Direct service and fulfillment requests to relevant teams and keep stakeholders updated
Identify cross-sell opportunities through scope expansions
Serve as the single point of contact through implementation and testing of multiple products
Facilitate internal and external client calls for implementation requests
Drive process improvement, operational excellence, and successful project completion
Troubleshoot and resolve complex internal client team escalations
Maintain project plans, meeting documentation, and action items; distribute updates to clients and core teams
Validate services meet client expectations post-implementation and ensure handoff to Client Services

Requirements

What you’ll need

3 years of prior treasury sales experience
Product and financial acumen
Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and delivering results within established deadlines and budgets
Ability to interact with and influence people internally and externally through expert verbal and written communication and strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
Deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to identify, manage and escalate risk responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering
Shift: 1st shift (United States of America)
Availability for 40 hours per week

Benefits

Comp & perks

In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Support for physical, emotional, and financial wellness
Industry-leading benefits
Paid time off
Resources and support to employees
Eligibility to participate in the annual discretionary plan
Annual discretionary award based on individual performance, line of business/group performance, and Company success