Senior Treasury Sales & Solutions Lead

Bank of America

Center Square (PA)

On-site

USD 130,000 - 190,000

Full time

6 days ago
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Job summary

Bank of America is seeking a Treasury Sales Officer to lead revenue growth and strategic client engagements within a defined portfolio. The role focuses on delivering liquidity management, payments, FX, and related treasury solutions to corporate clients, partnering with sales, product, and relationship teams to craft tailored solutions.

The successful candidate will drive client conversations, collaborate on pricing, RFPs/RFIs, and deliver compelling client-facing treasury presentations, while

Responsibilities

  • The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million.
  • Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
  • Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
  • Maintains a strong client focus while also understanding the operational aspects of the bank and treasury products and services and challenging oneself with performance metrics.

Job description

Bank of America is seeking a Treasury Sales Officer to lead revenue growth and strategic client engagements within a defined portfolio. The role focuses on delivering liquidity management, payments, FX, and related treasury solutions to corporate clients, partnering with sales, product, and relationship teams to craft tailored solutions.

The successful candidate will drive client conversations, collaborate on pricing, RFPs/RFIs, and deliver compelling client-facing treasury presentations, while

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