Treasury Sales Officer I – Global Payment Solutions – Financial Institutions and Governments – Insurance & Specialty Finance

Bank of America

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

Posted 9/25/2026full-timeUnited StatesMid-LevelSenior💰 $108,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deal closings, and emerging solution opportunities
Participate as product sales or industry expert in client calls
Identify opportunities and influence solutions
Drive collaboration among product, sales, and client relationship teams
Deliver integrated treasury solutions to non-bank financial institution, insurance, and specialty finance clients and prospects
Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio
Partner with client-facing teammates to consult on sales opportunities
Provide product knowledge to deliver solutions meeting client and prospect needs
Drive mobile, digital, and real-time payments adoption as a digital ambassador
Lead strategic dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning
Manage revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and client-facing treasury presentations
Evaluate treasury solutions using client-focused cost/benefit analysis and bank-focused profitability analysis
Drive revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development
Develop and deepen client relationships by identifying client needs
Partner with bankers and product specialists to develop customized treasury solutions
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 40% of the time, including long day and some overnight travel
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 field
Desired: 5+ years of experience
Desired: Experience with USD clearing, Transactional FX, Trade/Trade Finance
Desired: Certified Treasury Professional (CTP) certification or equivalent
Desired: MBA or equivalent
Desired: International Cash Management experience

Benefits

Comp & perks

Discretionary incentive eligible; participation in the annual discretionary plan
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact