Treasury Sales Officer

Bank of America

. Lead product experts supporting Global Payments Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities .

Posted 10/2/2026full-timeAustin • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, focusing on client engagement, product development, and revenue growth. Proven ability to develop tailored treasury solutions and foster strong client relationships while managing complex negotiations and competing priorities.

Highest-signal resume keywords

Treasury Management Sales ExperienceClient Relationship ManagementNegotiation SkillsBusiness DevelopmentFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Solutions DevelopmentCost/Benefit AnalysisPortfolio ManagementRFP/RFI Response PreparationRevenue Growth Strategies

Soft Skills

Excellent Communication SkillsStrategic ThinkingProblem ResolutionActive ListeningTeam Collaboration

Tools & Technologies

Digital Payment SolutionsMobile Payment SystemsData Analytics Tools

Industry Keywords

Global Treasury ManagementClient EngagementHigh-Dollar DealsEmerging SolutionsTreasury Revenue Streams

About the role

Key responsibilities & impact

Lead product experts supporting Global Payments Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities
Manage and pursue treasury revenue streams and product penetration across an assigned portfolio of Commercial Banking entities
Pursue client prospect opportunities outside the assigned portfolio when applicable
Partner with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and other enterprise partners
Provide US and sometimes international treasury solutions tailored to client needs
Drive mobile, digital, and real-time payments adoption
Lead strategic dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning
Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and client-facing treasury presentations
Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
Develop and deepen client relationships by identifying client needs
Drive responsible revenue and balance-sheet growth and profitability improvement
Develop customized treasury solutions with bankers and product specialists
Lead pricing and negotiation discussions for treasury management products
Coach and mentor Treasury Analysts and collaborate with Servicing and Implementation teams

Requirements

What you’ll need

3 years of Treasury Sales Officer experience
Ability to travel up to 30% of the time in a normal environment
Successful track record in treasury management sales
Broad and deep familiarity with global treasury management products, services and trends
Proven business development and relationship management skills with complex clients
Excellent verbal and written communication and presentation skills
Proven negotiation and active listening skills; strong executive presence
Critical and strategic thinking and problem resolution skills
Strong business/financial acumen
Ability to maneuver through the enterprise, engage partners and escalate as needed
Ability to foster strong partnerships within the core team
Ability to manage competing priorities while maintaining high client satisfaction
Ability to work independently and as a close team member in a fast-paced environment
Ability to effectively manage risk while balancing client, team, and bank needs

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
Flexibility based on role-specific responsibilities and business needs