Strategic Treasury Sales Lead

Bank of America; New York (NY); On-site; USD 133,000 - 235,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Flexible work arrangements

Professional development

Job summary

Bank of America is seeking a Treasury Sales Officer to lead product experts in client engagements and complex deal closures. You will drive liquidity management, payments, FX, and treasury solutions for Global Commercial Bank clients across the Americas and beyond.

The role emphasizes collaboration with product, sales, and client relationship teams, with a focus on revenue growth, pricing strategy, and strategic dialogues with clients.

Qualifications

• Minimum of 5 years of treasury sales experience.
• Willingness to travel up to 20% including overnight stays.
• Proven track record in treasury management sales.
• Broad familiarity with global treasury products and trends.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills.
• Strong business/financial acumen.

Responsibilities

• Lead treasury solutions sales engagements for Global Commercial Bank clients.
• Actively manage treasury revenue streams and increase product penetration within an assigned portfolio.
• Provide product knowledge to deliver optimal treasury solutions for client needs.
• Drive digital payments adoption and real-time payments discussions.
• Coordinate pricing strategy, RFP/RFI responses, and client-facing presentations.
• Partner with bankers and product specialists to tailor client-focused treasury solutions.
• Lead negotiations to optimize profitability and YoY growth.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer and Client Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Coaching

Collaboration

Oral Communications

Prioritization

Prospecting

Education

Bachelor’s Degree or Equivalent Work Experience

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

Certified Treasury Professional Certification (CTP) or MBA or Equivalent International Cash Management experience

Tools

CTP Certification

Job description

Bank of America is seeking a Treasury Sales Officer to lead product experts in client engagements and complex deal closures. You will drive liquidity management, payments, FX, and treasury solutions for Global Commercial Bank clients across the Americas and beyond.

The role emphasizes collaboration with product, sales, and client relationship teams, with a focus on revenue growth, pricing strategy, and strategic dialogues with clients.