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Treasury Sales Officer I – Global Payment Solutions
Bank of America. Deliver integrated treasury solutions to clients and prospects in the United States and globally .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury management sales, focusing on client relationship development and strategic solution delivery. Proven ability to drive revenue growth and manage complex client needs while fostering strong partnerships across teams.
Highest-signal resume keywords
Treasury Management SalesClient Relationship ManagementNegotiation SkillsFinancial AcumenBusiness Development
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 SolutionsCost/Benefit AnalysisPortfolio DevelopmentPricing StrategiesClient PresentationsDigital PaymentsRisk ManagementStrategic ThinkingProblem ResolutionGlobal Treasury Products
Soft Skills
Verbal CommunicationWritten CommunicationActive ListeningExecutive PresenceTeam Collaboration
Certifications & Qualifications
Certified Treasury Professional Certification (CTP)MBA
Industry Keywords
Business BankingClient-Centric SolutionsRevenue GrowthFinancial ServicesInternational Banking
About the role
Key responsibilities & impact- Deliver integrated treasury solutions to clients and prospects in the United States and globally
- Manage and pursue treasury revenue streams and increase product penetration across an assigned Business Banking portfolio
- 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
- Drive adoption of mobile, digital, and real-time payments as a digital ambassador
- Lead strategic dialogues on client-centric issues using best practices, peer benchmarking, industry analytics, and solution positioning
- Drive revenue and product growth, profitability, client calling, portfolio development, pricing, and proposal responses
- Prepare and lead client-facing treasury presentations
- Identify and evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
- Develop new client relationships and deepen existing relationships by identifying client needs
- Lead pricing and negotiation discussions for treasury management products
- Coach and mentor Treasury Analysts
- 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 20% 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 a close team member in a fast-paced environment
- Ability to effectively manage risk while balancing client, team, and bank needs
- Bachelor’s Degree or equivalent work experience
- Desired: B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Desired: Certified Treasury Professional Certification (CTP) or equivalent
- Desired: MBA or equivalent
- Desired: International Banking Experience
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn, grow, and make an impact
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office culture with role-specific flexibility
- Work-from-home posture information for internal employees