Treasury Advisory Executive, Global Payments Solutions

Bank of America; Charlotte (NC); On-site; USD 147,000 - 234,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Paid time off

Job summary

Bank of America seeks an experienced Treasury Advisory Executive to lead strategic engagements for multinational clients, delivering advisory content, market insights, and trusted guidance on treasury transformations. You will coordinate with GPS Sales, Client Coverage, and Product Management to align advisory outcomes with broader client strategies.

You will partner with internal teams, develop advisory frameworks, and contribute to client presentations while representing the bank at industry

Qualifications

• 7-10 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment.
• Demonstrated experience advising clients or senior stakeholders on treasury strategy and operations.
• Strong understanding of corporate treasury principles, operating models, and processes.
• Exceptional analytical and problem‑solving skills, with the ability to translate complex issues into actionable insights.
• Advanced communication and interpersonal skills, with the ability to influence senior stakeholders.
• Strong presentation and thought leadership capabilities.
• Willingness to travel approximately 30% to support client engagements and industry participation.

Responsibilities

• Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support
• Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise
• Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle
• Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams
• Identifies and develops responses to emerging product trends, competitive strategies, and market gaps
• Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies
• Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions

Skills

Business Development

Customer Focus

Leadership

Strategy Planning

Business Acumen

Change Management

Client Experience

Solutions Advisory

Inclusive Leadership

Account Management

Adaptability

Presentation Skills

Talent Development

Job description

Bank of America seeks an experienced Treasury Advisory Executive to lead strategic engagements for multinational clients, delivering advisory content, market insights, and trusted guidance on treasury transformations. You will coordinate with GPS Sales, Client Coverage, and Product Management to align advisory outcomes with broader client strategies.

You will partner with internal teams, develop advisory frameworks, and contribute to client presentations while representing the bank at industry