Treasury Sales Officer II - Grow Revenue & Relationships

Bank of America; Canada; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Bank of America seeks a Treasury Sales Client Officer II to deliver integrated treasury solutions and drive revenue within an assigned portfolio. This hybrid junior sales/treasury associate role partners with client-facing teams to consult on opportunities and provide product expertise to meet client objectives.

The role requires strong data-driven insights, excellent communication, and the ability to coordinate relationship reviews, manage pricing, and deepen client relationships across the

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Strong communication and presentation skills.
• Ability to read and leverage data to proactively identify trends and opportunities.

Responsibilities

• Deliver integrated treasury solutions to clients within an assigned portfolio.
• Pursue treasury revenue streams and increase product penetration.
• Coordinate regular client relationship review meetings with the client team.
• Maintain pricing for clients and ensure all products and services are billed accordingly.
• Identify cross-sell opportunities through account analysis and regular client interaction.
• Manage client escalations and keep internal team informed.
• Protects and grows revenue.

Skills

Treasury sales experience

Product and financial acumen

Verbal and written communication

Data analysis

Sales planning and prioritization

Banking knowledge / cash management

Risk management understanding

Relationship building

Cross-functional collaboration

Education

Bachelor's degree in finance, accounting, management

Job description

Bank of America seeks a Treasury Sales Client Officer II to deliver integrated treasury solutions and drive revenue within an assigned portfolio. This hybrid junior sales/treasury associate role partners with client-facing teams to consult on opportunities and provide product expertise to meet client objectives.

The role requires strong data-driven insights, excellent communication, and the ability to coordinate relationship reviews, manage pricing, and deepen client relationships across the