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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, with a strong focus on client engagement, revenue growth, and strategic problem-solving. Proven ability to lead cross-functional teams and drive adoption of innovative financial solutions in complex client environments.

Highest-signal resume keywords

Treasury Management SalesBusiness DevelopmentClient Relationship ManagementNegotiation SkillsCertified Treasury Professional (CTP)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Global Treasury Management ProductsFinancial Technology SolutionsRevenue Cycle SolutionsDigital Payment StrategiesCost/Benefit Analysis

Soft Skills

Excellent Communication SkillsStrategic ThinkingProblem ResolutionStrong Executive PresenceActive Listening

Certifications & Qualifications

Certified Treasury Professional (CTP)MBA

Industry Keywords

Not-For-Profit BankingHigher Education BankingHealthcare BankingClient EngagementPortfolio Development

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 and influence solutions
Drive collaboration among 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 using best practices, peer benchmarking, industry data analytics, and solution positioning
Advise complex not-for-profit healthcare and private higher education companies as a working capital, financial technology, and trusted advisor
Participate in and lead speaking engagements for industry organizations such as HFMA and NACUBO
Create client and prospect events centered on industry trends
Advise clients on payments, receipts, liquidity, card solutions, revenue cycle solutions, eCommerce, and digital strategies
Drive Solutions Per Relationship expansion
Own revenue and product growth, client calling initiatives, 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 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 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 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 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
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
Preferred: For-profit, Not-For-Profit, Higher Education, or Healthcare banking/revenue cycle experience
Preferred: 5+ years of banking experience
Prior card solution experience is a plus
B.S. or B.A. in finance, accounting, management, or another undergraduate degree is desired
Certified Treasury Professional Certification (CTP) or equivalent is desired
MBA or equivalent is desired

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Teammate physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office culture with role-specific flexibility
Work from home posture for internal employees does not make them ineligible to post