Treasury Sales Client Officer II — Growth & Solutions Lead

Bank of America; Raleigh (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients. You will retain and grow revenue, identify cross-sell opportunities, and coordinate with treasury teams to deliver integrated cash management solutions.

The role emphasizes relationship management, pricing, and driving profitability while maintaining risk controls and client satisfaction across an assigned portfolio.

Qualifications

• 3 years of treasury sales experience required.

Responsibilities

• Manage day-to-day relationships with Middle Market clients and retain/grow revenue.

Skills

Treasury sales experience

Product acumen

Verbal & written communication

Data-driven insights

Organization & prioritization

Bank structure & cash management

Risk guidelines

Curiosity & business partnering

Education

B.S./B.A. in finance/accounting/management

Job description

Bank of America is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients. You will retain and grow revenue, identify cross-sell opportunities, and coordinate with treasury teams to deliver integrated cash management solutions.

The role emphasizes relationship management, pricing, and driving profitability while maintaining risk controls and client satisfaction across an assigned portfolio.