Treasury Sales Client Officer

Tech Sales Jobs; Jenkintown (PA); On-site; USD 110,000 - 140,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer II in the Northeast region. You will manage treasury services for a portfolio of Business Banking clients, lead pricing discussions, and drive adoption of digital payments and liquidity solutions.

You will collaborate with Relationship Managers, Credit Officers, FX Advisors, and others to optimize profitability and client satisfaction while guiding implementations from start to finish.

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Ability to Travel up to 5%.
• Strong business/financial acumen to align to KPIs within clients' treasury operations.
• Demonstrates ability to foster partnerships with client contacts.
• Effectively manages competing priorities while maintaining client satisfaction.
• Broad familiarity with global treasury management products and trends.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration for assigned Business Banking clients.
• Lead pricing and negotiation discussions for treasury management products to optimize profitability.
• Drive digital adoption (mobile/real-time payments) and lead strategic client dialogues.
• Participate in CMP to acquire and deepen client relationships.
• Oversee implementation of solutions from start to finish for a smooth revenue path.

Skills

Treasury expertise

Travel

Financial acumen

Client relationships

Prioritization

Treasury products

Education

Certified Treasury Professional

Bachelor's in finance

Job description

Treasury Sales Client Officer II

Location: Philadelphia, Blue Bell, Jenkintown

Time Type: Full time

Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Northeast region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.

The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.

The TSCO will be a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.

The TSCO will actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

The TSCO will be responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.

The TSCO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis. Additionally, the TSCO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.

In order to be successful, a TSCO must maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSCO must maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. TSCO will also manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

Required skills: "Must" have these skills to be minimally qualified

• At least 3 years of demonstrated success in a treasury or cash management capacity
• Ability to Travel up to 5%
• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Broad and deep familiarity with global treasury management products, services and trends

Desired skills:

• Holds a Certified Treasury Professional certification or equivalent
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• Intrinsically motivated to continuously improve processes and/or one’s own education
• Exercises the desire to mentor and sponsor other associates
• Ability and willingness to adopt new technology (i.e. AI, among others)

Shift:

1st shift (United States of America)

Hours Per Week:

40