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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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management Sales, with a strong focus on client relationship development, strategic negotiation, and customized treasury solutions. Proven ability to drive revenue growth and manage complex client engagements while fostering partnerships across various teams.
Highest-signal resume keywords
Treasury Management SalesClient Relationship DevelopmentNegotiation SkillsBusiness DevelopmentFinancial Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Solutions EvaluationCost/Benefit AnalysisPortfolio DevelopmentRFP/RFI ResponsesClient-Facing PresentationsProduct Penetration StrategiesRevenue Growth StrategiesMobile PaymentsDigital PaymentsReal-Time Payments
Soft Skills
Verbal CommunicationWritten CommunicationActive ListeningStrategic ThinkingProblem Resolution
Industry Keywords
Global Treasury ManagementClient EngagementAccount ManagementComplex DealsEmerging SolutionsTreasury Revenue StreamsEnterprise PartnershipsClient SatisfactionRisk ManagementTeam Collaboration
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 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
- Drive adoption of mobile, digital, and real-time payments
- Lead strategic client dialogues using best practices, peer benchmarking, industry analytics, and solution positioning
- Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, 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
- Develop customized treasury solutions with bankers and product specialists
- Lead pricing and negotiation discussions for treasury management products
- Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions
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 and 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 part of a close team in a fast-paced environment
- Ability to manage risk while balancing client, team, and bank needs
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- In-office culture supporting collaboration, engagement, and career development
- Opportunities to learn, grow, and make an impact