Treasury Sales Client Leader: Growth & Strategy

Bank of America; Oakland (CA); On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Discretionary incentive

Job summary

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of clients in the Oakland, CA area. This role focuses on developing strategic plans to foster expansion, creating marketing and communication plans, and ensuring our product offerings meet client expectations.

The TSCO will lead complex RFP processes with Treasury Sales teams, build strong client partnerships, and conduct portfolio reviews centered on revenue realization, pricing, and service fulfillment.

Qualifications

• 5 years of treasury sales experience
• Product and financial acumen
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
• Ability to read and leverage data to proactively identify trends and opportunities
• Strong ability to organize, prioritize and balance multiple sales activities
• A deep understanding of bank structure and the operational aspects of global cash management products and services
• Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
• Passionately curious, courageous, knowledge of bank network and effective business partnering

Responsibilities

• Manage a portfolio of clients and develop measurable strategic plans to foster expansion
• Develop effective marketing and communication plans and ensure bank product offerings meet client expectations
• Serve as lead in coordinating complex RFP processes with Treasury Sales teams
• Build partnerships with internal business partners and key client decision makers
• Complete portfolio business reviews with a focus on revenue realization
• Coordinate regular relationship review meetings and ensure timely fulfillment of client requests
• Maintain pricing for clients and ensure accurate billing while managing escalations and keeping stakeholders informed

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

Bachelor’s degree in finance, accounting, management, or related field

Job description

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of clients in the Oakland, CA area. This role focuses on developing strategic plans to foster expansion, creating marketing and communication plans, and ensuring our product offerings meet client expectations.

The TSCO will lead complex RFP processes with Treasury Sales teams, build strong client partnerships, and conduct portfolio reviews centered on revenue realization, pricing, and service fulfillment.