Treasury Sales Client Officer II (East)

Bank of America; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a Healthcare, Higher Education and Not‑for‑profit Treasury Sales Client Officer. This role acts as the primary client interface for a portfolio of high revenue, complex Treasury clients and serves as a comprehensive project manager focused on accelerating revenue realization.

The role requires leading and coordinating delivery of treasury, cash management, card, merchant, and deposit solutions, leveraging expertise to resolve escalations and drive operational

Qualifications

• Experience delivering integrated treasury solutions to clients across the entirety of the project scope.
• Partners closely with client‑facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.

Responsibilities

• Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
• Partners closely with client‑facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

Skills

Data driven insights

Project management

Treasury solutions

Client interface

Client relationship management

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!

Responsibilities:

In this role, the Healthcare, Higher Education and Not‑for‑profit Treasury Sales Client Officer will be responsible for acting as primary client interface for a portfolio of high revenue, complex Treasury clients, serving as a comprehensive project manager with a focus on accelerating revenue realization. Key responsibilities include leading, directing, influencing, coordinating delivery of complex treasury, cash management, card, merchant, and deposit solutions, leveraging expertise and exercising discretion to resolve escalations. Job expectations include applying independent judgment in decision making, driving operational excellence, contributing to process improvement and executing assigned projects with established rigor.

• Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
• Partners closely with client‑facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs