Treasury Sales Officer II – Global Payment Solutions

Bank of America

. Lead product experts supporting Global Transaction Services in client engagements and account management .

Posted 9/23/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Treasury Management Sales, with a strong focus on client engagement, revenue growth, and strategic problem-solving. Proven ability to lead complex negotiations and foster partnerships across diverse teams in the financial services sector.

Highest-signal resume keywords

Treasury Management SalesBusiness DevelopmentClient Relationship ManagementNegotiation SkillsFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Solutions EvaluationRevenue Cycle SolutionsPayments and Receipts StrategiesECommerce StrategiesPortfolio DevelopmentPricing and RFP/RFI ResponsesClient-Facing PresentationsFinancial Technology ExpertiseStrategic ThinkingProblem Resolution

Soft Skills

Excellent Communication SkillsActive ListeningExecutive PresenceTeam CollaborationCritical Thinking

Certifications & Qualifications

Certified Treasury Professional (CTP)MBA or Equivalent

Industry Keywords

Global Transaction ServicesNot-For-Profit BankingHigher Education BankingHealthcare BankingTreasury Revenue StreamsClient EngagementStrategic ClientsMobile PaymentsDigital PaymentsReal-Time Payments

About the role

Key responsibilities & impact

Lead product experts supporting Global Transaction Services in client engagements and account management
Close complex and high-dollar deals and pursue emerging solution opportunities with strategic clients
Participate as product sales or industry expert in client calls
Identify opportunities, influence solutions, and drive collaboration across product, sales, and client relationship teams
Manage and pursue treasury revenue streams and product penetration across assigned portfolios
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 teams
Drive adoption of mobile, digital, and real-time payments
Lead strategic dialogues on client-centric issues using best practices, peer benchmarking, and industry analytics
Advise complex not-for-profit healthcare and private higher education companies as a working capital, financial technology, and trusted advisor
Engage C-suite executives and Revenue Cycle teams on healthcare, not-for-profit, and higher education issues
Lead industry speaking engagements and create client/prospect events
Advise on payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce strategies
Drive Solutions Per Relationship expansion
Own revenue and product growth, client calling, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
Lead pricing and negotiation discussions to optimize profitability and year-over-year growth
Coach and mentor Treasury Analysts
Work with Servicing and Implementation teams to support client needs and deliver solutions

Requirements

What you’ll need

5 years of Treasury Sales Officer experience
Ability to travel up to 10% 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 ability
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 client satisfaction
Ability to work independently and as a close team member in a fast-paced environment
Ability to manage risk while balancing client, team, and bank needs
Bachelor’s degree or equivalent work experience
Desired: For-profit, Not-For-Profit, Higher Education, or Healthcare banking / Revenue Cycle experience
Desired: 5+ years of banking experience
Desired: Prior card solution experience
Desired: B.S. or B.A. in finance, accounting, management, or another undergraduate field
Desired: Certified Treasury Professional (CTP) certification or equivalent
Desired: MBA or equivalent

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and rewards for performance
Inclusive workplace
In-office culture with role-specific flexibility
Work-from-home posture may be available to internal employees without affecting eligibility to post
1st shift schedule
40 hours per week