Global Treasury Sales — Client Officer II

Bank of America; Houston (TX); On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Industry-leading benefits

Job summary

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of Global and US Domestic Large Corporate clients, delivering liquidity management, payments and receipts, FX, and other treasury solutions. The role focuses on virtual client engagement, collaboration with cross-functional teams, and developing tailored client offerings.

The candidate will drive revenue growth, build strong client partnerships, and shape pricing strategies while leveraging deep product knowledge

Qualifications

• Experience in client management and treasury solutions preferred.
• Strong verbal and written communication skills; ability to present to executives.
• Proven negotiation and active listening skills with a client-focused mindset.
• Experience with liquidity strategies, FX, trade finance or related treasury products is a plus.

Responsibilities

• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with strategic and tactical needs within the region of coverage.
• Develops data-driven insights and presentations for clients, including recommendations to reduce risk and improve working capital.
• Participates in the Client Management Process to grow new client relationships and deepen existing ones.
• Builds relationships with internal partners and client decision makers, and conducts account/portfolio reviews.
• Ensures service requests are directed to relevant teams and stakeholders are kept up-to-date on progress.
• Maintains pricing for clients and manages billing while handling client escalations.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred

Job description

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of Global and US Domestic Large Corporate clients, delivering liquidity management, payments and receipts, FX, and other treasury solutions. The role focuses on virtual client engagement, collaboration with cross-functional teams, and developing tailored client offerings.

The candidate will drive revenue growth, build strong client partnerships, and shape pricing strategies while leveraging deep product knowledge