Treasury Sales Officer II – Global Payment Solutions

Bank of America

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

Posted 11/5/2026full-timeUnited StatesMid-LevelSenior💰 $133,200 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Sales with a strong focus on client relationship management, strategic negotiation, and delivering integrated treasury solutions. Proven ability to drive revenue growth and product penetration while fostering partnerships within teams and managing complex client needs.

Highest-signal resume keywords

Treasury Sales Officer ExperienceGlobal Treasury Management ProductsBusiness Development SkillsNegotiation SkillsCertified Treasury Professional Certification (CTP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management SalesClient Relationship ManagementFinancial AcumenCost/Benefit AnalysisPricing StrategiesPortfolio DevelopmentRFP/RFI ResponsesClient PresentationsDigital Payments AdoptionStrategic Thinking

Soft Skills

Excellent Communication SkillsActive Listening SkillsProblem Resolution SkillsTeam CollaborationExecutive Presence

Certifications & Qualifications

Certified Treasury Professional Certification (CTP)MBA

Industry Keywords

Non-Bank Financial InstitutionsInternational Cash ManagementCard SolutionsTrade FinanceSupply Chain Finance

About the role

Key responsibilities & impact

Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deal closing, and emerging solution opportunities
Participate as the product sales or industry expert in client calls
Identify opportunities, influence solutions, and drive collaboration among product, sales, and client relationship teams
Deliver integrated treasury solutions to the Non-Bank Financial Institution Team
Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio
Partner with client-facing teammates to consult on sales opportunities and provide product knowledge
Drive adoption of mobile, digital, and real-time payments as a digital ambassador
Lead strategic dialogues around client-centric issues using best practices, peer benchmarking, industry analytics, and solution positioning
Manage revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
Evaluate treasury solutions through client-focused cost/benefit and bank-focused profitability analyses
Develop and deliver client plans, proposals, presentations, and pricing strategies
Develop new client relationships and deepen existing relationships by identifying client needs
Partner with bankers and product specialists to develop customized treasury solutions
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 40% of the time, including long days 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 degree
Desired: Certified Treasury Professional Certification (CTP) or equivalent
Desired: MBA or equivalent
Strong understanding of and prior experience supporting Non-Bank Financial Institution client segments
International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Paid time off
Resources and support to employees