Senior Treasury Solutions Advisor

Bank of America; United States; On-site; USD 133,000 - 235,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligible

Shift: 1st shift (US)”

Job summary

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to insurance and specialty finance clients, driving revenue growth and product penetration. You will collaborate with client-facing teams to consult on opportunities, lead pricing discussions, and present strategic treasury solutions.

The role requires extensive treasury product knowledge, strong communication, and travel up to 20% to manage complex client portfolios and contribute to profitability.

Qualifications

• 5+ years of treasury sales officer experience.
• Excellent verbal and written communication and presentation skills.
• Ability to travel up to 20% with potential overnight travel.
• Proven business development and relationship management with complex clients.
• Broad familiarity with global treasury management products and trends.
• Strong executive presence and problem-solving abilities.

Responsibilities

• Deliver integrated treasury solutions to Non-Bank Financial Institution clients under Global Commercial Bank.
• Manage treasury revenue streams and drive product penetration across portfolios.
• Provide product knowledge to deliver client-focused solutions meeting needs.
• Lead pricing and negotiations for treasury management products to optimize profitability.
• Mentor Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs.
• Develop and present client-facing treasury proposals and strategic discussions.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Sales Strategy

Relationship Building

Presentation Skills

Negotiation

Critical Thinking

Prioritization

Prospecting

Oral Communications

Education

B.S./B.A. in finance, accounting, management, or related field

CTP Certification or MBA or equivalent experience in cash management/trade finance

Job description

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to insurance and specialty finance clients, driving revenue growth and product penetration. You will collaborate with client-facing teams to consult on opportunities, lead pricing discussions, and present strategic treasury solutions.

The role requires extensive treasury product knowledge, strong communication, and travel up to 20% to manage complex client portfolios and contribute to profitability.