Treasury Sales Officer I – Global Payment Solutions

Bank of America

. Deliver integrated treasury solutions to clients and prospects in the United States and globally .

Posted 10/28/2026full-timeAustin • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering integrated treasury solutions and managing treasury revenue streams while fostering strong client relationships. Proficient in strategic thinking, negotiation, and financial acumen to drive product growth and client satisfaction.

Highest-signal resume keywords

Treasury Management Sales ExperienceClient Relationship ManagementNegotiation SkillsFinancial AcumenCertified Treasury Professional (CTP)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury Solutions DevelopmentCost/Benefit AnalysisPortfolio DevelopmentPricing StrategyDigital Payments AdoptionRFP/RFI ResponsesClient-Facing PresentationsRisk ManagementGlobal Treasury Management ProductsBusiness Development

Soft Skills

Excellent Communication SkillsStrategic ThinkingProblem ResolutionActive ListeningTeam Collaboration

Certifications & Qualifications

Certified Treasury Professional (CTP)MBA or Equivalent

Industry Keywords

Treasury ManagementBusiness BankingGlobal Cash ManagementClient SatisfactionFinancial Services

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 mobile, digital, and real-time payments adoption as a digital ambassador
Lead strategic dialogues around client-centric issues 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 preparation, and client-facing treasury presentations
Evaluate treasury solutions using 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
Work with Servicing and Implementation teams to support client needs and deliver solutions
Maintain awareness of treasury products, services, bank structure, and global cash management operations
Manage performance metrics, profitability, balance sheet growth, risk, and client satisfaction

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/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 individually 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
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
Opportunities to learn, grow, and make an impact
Work-from-home posture available for internal employees, without making them ineligible to post