Treasury Sales Client Officer II (East)

Bank of America; United States; On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

In-office culture

Job summary

Bank of America is seeking a Healthcare, Higher Education and Not-for-profit Treasury Sales Client Officer to serve as the primary interface for a portfolio of high-revenue clients. You will lead and coordinate delivery of complex treasury and cash management solutions, acting as a project manager from inception to implementation.

The role requires strong treasury sales experience, excellent communication and presentation skills, and the ability to drive cross-functional collaboration with

Qualifications

• 3 years of treasury sales experience or equivalent.
• Strong product and financial acumen demonstrated.
• Proven track record leading complex projects end-to-end.
• Excellent verbal and written communication and presentation skills.
• Ability to read data and identify trends and opportunities.
• Ability to organize, prioritize, and balance multiple sales activities.
• Deep understanding of global cash management products and services.
• Understanding and adherence to risk guidelines.
• Curious, courageous, and a strong business partner.

Responsibilities

• Act as primary client interface for a portfolio of high-revenue treasury clients.
• Lead, coordinate delivery of complex treasury, cash mgmt, card, merchant and deposit solutions.
• Apply independent judgment to drive operational excellence and project execution.
• Deliver integrated treasury solutions across project scope.
• Consult with client-facing teammates to identify opportunities and deliver optimal solutions.
• Develop data-driven insights and presentations to reduce risk and optimize working capital.
• Manage client relationships from growth to deepening engagement.
• Escalate and resolve issues with product setup and timelines.
• Ensure smooth hand-off to Client Services after implementation.

Skills

Treasury sales

Product acumen

Project leadership

Verbal & written communication

Data-driven decisions

Multi-tasking

Global cash management

Risk management

Business partnering

Education

B.S./B.A. in finance or related field

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.
• Lead, direct, influence, coordinate delivery of complex treasury, cash management, card, merchant, and deposit solutions, leveraging expertise and exercising discretion to resolve escalations.
• Apply independent judgment in decision making, drive operational excellence, contribute to process improvement and execute assigned projects with established rigor.
• Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
• Partner closely with client‑facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintain a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
• Develop data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participate 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.
• Ensure service and fulfilment related requests/queries are directed to the relevant teams accordingly, respond promptly to all client and partner requests and keep stakeholders up‑to‑date on progress.
• Identify cross‑sell opportunities through scope expansions driven by client interactions.
• Consult 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.
• Facilitate internal and external client calls to work through implementation requests for successful completion.
• Leverage key stakeholders to drive process improvement, operational excellence and successful completion of the client’s project, including resolving escalations with product setup.
• Troubleshoot, research, and respond to internal client team requests for resolutions and resolves complex escalations using sound judgment and decision making.
• Follow project management disciplines to ensure projects remain on track to meet the client’s target delivery dates, remain 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 distributing regularly to the client and core team.
• Validate all services meet client expectations post‑implementation, and ensure 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 delivering results within established deadlines and budgets.
• 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 escalat e risk to grow the business responsibly.
• Passionately curious, courageous, knowledge of bank network and effective business partnering.

Desired skills

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• For‑profit, Not‑For‑Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus.
• 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 escalat e risk to grow the business responsibly.
• Passionately curious, courageous, knowledge of bank network and effective business partnering.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - VA - Mclean - 8300 Greensboro Dr - Westpark (VA9200)

Pay and benefits information

Pay range $107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency

Job Description (duplicate)

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faced approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!