Treasury Sales Officer II – Global Payment Solutions

Bank of America

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

Posted 9/15/2026full-timeBlue Bell • Pennsylvania • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Sales with a strong focus on client relationship management, business development, and customized treasury solutions. Proven ability to drive revenue growth and manage complex client engagements while fostering collaboration across teams.

Highest-signal resume keywords

Treasury Sales Officer ExperienceGlobal Treasury Management ProductsBusiness Development SkillsNegotiation SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management SalesCost/Benefit AnalysisFinancial AcumenPortfolio DevelopmentRFP/RFI ResponsesClient-Facing PresentationsMobile PaymentsDigital PaymentsReal-Time PaymentsStrategic Thinking

Soft Skills

Verbal CommunicationWritten CommunicationActive ListeningProblem ResolutionExecutive Presence

Certifications & Qualifications

Certified Treasury Professional Certification (CTP)MBA or Equivalent

Industry Keywords

Client EngagementsAccount ManagementTreasury Revenue StreamsEmerging SolutionsClient Needs IdentificationRisk ManagementInternational Banking Experience

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 the product sales or industry expert in client calls
Identify opportunities and influence solutions addressing client challenges
Drive collaboration among product, sales, and client relationship teams
Manage and actively pursue treasury revenue streams and 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
Lead strategic client dialogues 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 preparations, and client-facing treasury presentations
Evaluate treasury solutions using client-focused cost/benefit analysis and bank-focused profitability analysis
Develop new client relationships and deepen existing relationships by identifying client needs
Develop customized treasury solutions with bankers and product specialists
Lead pricing and negotiation discussions to optimize relationship 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 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
40-hour work week