Treasury Sales Client Officer II (East)

Bank of America; Pennsylvania; On-site; USD 110,000 - 150,000; Full time

Job summary

United States Digital Space LLC is seeking an experienced Treasury Sales Client Officer to serve high-revenue clients and manage complex implementations. You will act as the primary interface, leading projects across treasury, cash management, card, merchant, and deposit solutions.

You will collaborate with client-facing teams, provide product expertise, drive process improvements, and ensure timely delivery from initiation to go-live and hand-off to Client Services.

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders.

Responsibilities

• Lead delivery of integrated treasury and cash management solutions for high-revenue clients.
• Consult with client-facing teammates on sales opportunities to deliver optimal solutions.
• Maintain client focus and treasury industry expertise across client subsectors.
• Develop data-driven insights and presentations to reduce risk and optimize working capital.
• Drive cross-sell opportunities through scope expansion.
• Coordinate implementation and testing across payment solutions and fulfillment teams.
• Manage project plans, timelines, and stakeholder communications.
• Resolve escalations with sound judgment and decision making.
• Ensure on-track delivery and smooth hand-off to Client Services.

Skills

Treasury sales

Product knowledge

Financial acumen

Project management

Stakeholder management

Job description

Job Description:

At the company, 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.

the company 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 the company, 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

• Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress

• Identifies cross-sell opportunities through scope expansions driven by client interactions

• Consults with the client as their single point of contact through implementation and testing of multiple products while helping to bridge project plans across various payment solutions and fulfillment teams

• Facilitates internal and external client calls to work through implementation requests for successful completion

• Leverages key stakeholders to drive process improvement, operational excellence and successful completion of the client's project, including resolving escalations with product setup

• Troubleshoots, researches, and responds to internal client team requests for resolutions and resolves complex escalations using sound judgment and decision making

• Follows project management disciplines to ensure projects remain on track to meet the client's target delivery dates, while remaining engaged, accountable, and responsible for the success of the entire implementation from start to finish by documenting meeting discussions, project plans, and action items and distributes regularly to the client and core team

• Validates all services meet client expectations post-implementation, and ensures a smooth hand-off to Client Services at the conclusion of the implementation project

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

• 3 years of prior treasury sales experience

• Product and financial acumen

• Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and