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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Sales Management, focusing on client engagement, revenue growth, and customized treasury solutions. Proven ability to lead strategic dialogues, negotiate effectively, and foster strong partnerships within diverse 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 Solutions DevelopmentCost/Benefit AnalysisPortfolio DevelopmentRFP/RFI ResponsesDigital Payments Adoption

Soft Skills

Excellent Communication SkillsStrategic ThinkingProblem Resolution AbilitiesStrong Executive PresenceAbility to Manage Competing Priorities

Certifications & Qualifications

Certified Treasury Professional Certification (CTP)MBA or Equivalent

Industry Keywords

Client EngagementRevenue GrowthFinancial AcumenInternational Banking ExperienceTreasury Management Sales

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
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 mobile, digital, and real-time payments adoption as a digital ambassador
Lead strategic dialogues around key client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning
Drive revenue and product growth, profitability, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and client-facing treasury presentations
Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
Develop new client relationships and deepen existing relationships by identifying client needs
Ensure responsible revenue and balance-sheet growth and profitability improvement
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

Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
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, written communication, and presentation skills
Proven negotiation and active listening skills
Strong executive presence
Critical and strategic thinking and problem-resolution abilities
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 a high level of 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
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

Commitment to an inclusive workplace
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and reward for performance
Work-from-home posture may be available to internal employees without making them ineligible to post