Treasury Sales Client Officer II — Growth & Solutions

Bank of America; Spokane (WA); Hybrid; USD 107,000 - 134,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of Middle Market clients, expanding revenue and delivering integrated treasury solutions. The role involves coordinating with Treasury Sales teams for RFP processes, building client partnerships, and driving product penetration across the portfolio.

The hybrid junior sales/treasury associate role requires strong communication, data analysis, and a deep understanding of banking products.

Qualifications

• 3 years of treasury sales experience.
• Strong product and financial acumen.
• Excellent verbal and written communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Deep understanding of bank structure and the operational aspects of global cash management products and services.
• Understanding of risk guidelines to grow the business responsibly.

Responsibilities

• Manage a portfolio of Middle Market clients and retain/grow revenue.
• Develop strategic plans to foster expansion and cross-sell to clients.
• Coordinate regular RFP processes with Treasury Sales teams.
• Build partnerships with internal business partners and client decision makers.
• Conduct portfolio business reviews focused on revenue realization.
• Deliver data-driven insights and presentations to reduce risk and improve working capital.

Skills

Treasury sales

Product acumen

Financial acumen

Communication skills

Data analysis

Banking knowledge

Risk management

Relationship building

Education

Bachelor’s degree in finance or related field

Job description

Bank of America is seeking a Treasury Sales Client Officer to manage a portfolio of Middle Market clients, expanding revenue and delivering integrated treasury solutions. The role involves coordinating with Treasury Sales teams for RFP processes, building client partnerships, and driving product penetration across the portfolio.

The hybrid junior sales/treasury associate role requires strong communication, data analysis, and a deep understanding of banking products.