Treasury Sales Client Lead: Growth & Cash Management Pro

Bank of America; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a Treasury Sales Client Officer II to deliver integrated treasury solutions, develop strategic client plans, and coordinate with Treasury Sales teams to realize revenue. The role emphasizes relationship management across an assigned portfolio, data-driven insights, cross-sell opportunities, and ensuring timely responses to client requests.

This is a 40-hour, in-office role with a hybrid flexibility depending on responsibilities.

Qualifications

• Must have these skills to be minimally qualified: Treasury sales experience, product/financial acumen, strong communication/presentation, data reading/identifying trends, organizing/prioritizing sales activities, deep bank structure knowledge, risk guideline adherence, curiosity and proactive partnering.

Responsibilities

• Delivery of integrated treasury solutions to clients within an assigned portfolio and consultation on sales opportunities.
• Coordinate regular relationship review meetings and identify process improvements for the client.

Skills

Treasury sales experience

Product and financial acumen

Communication & presentation

Data analysis

Sales pipeline management

Global cash management knowledge

Risk management awareness

Business partnering

Education

Finance / accounting / business degree

Job description

Bank of America in Charlotte, NC is seeking a Treasury Sales Client Officer II to deliver integrated treasury solutions, develop strategic client plans, and coordinate with Treasury Sales teams to realize revenue. The role emphasizes relationship management across an assigned portfolio, data-driven insights, cross-sell opportunities, and ensuring timely responses to client requests.

This is a 40-hour, in-office role with a hybrid flexibility depending on responsibilities.