Treasury Sales Client Officer II (West)

Bank of America; San Francisco (CA); On-site; USD 107,000 - 134,000; Full time

Job summary

Bank of America is seeking a Healthcare, Higher Education and Not-for-profit Treasury Sales Client Officer to manage a portfolio of high-revenue clients and accelerate revenue realization. You will lead complex treasury, cash management, card, merchant and deposit solutions from inception through completion.

You will consult with sales teams, develop data-driven insights, and coordinate with product and fulfillment teams to deliver integrated solutions while maintaining client relationships and

Qualifications

• 3 years of treasury sales experience.
• Product and financial acumen.
• Proven track record of leading complex projects from inception through completion.
• Strong verbal and written communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Strong ability to organize, prioritize and balance multiple sales activities.
• Deep understanding of bank structure and global cash management products.
• Understanding of risk guidelines to grow the business responsibly.
• Curiosity, courage, and effective business partnering.

Responsibilities

• Delivery of integrated treasury solutions across the entire project scope.
• Partner with client-facing teams to consult on sales opportunities and deliver best-fit solutions.
• Maintain client focus and treasury industry/subsector expertise.
• Develop data-driven insights and client presentations to reduce risk and improve working capital.
• Lead client relationship development from new opportunities to deepening existing relationships.
• Direct service fulfillment and escalation handling with relevant teams.
• Bridge project plans across payment solutions and fulfillment teams during implementation.
• Drive process improvements and operational excellence to ensure timely project delivery.
• Ensure post-implementation hand-off to Client Services with a smooth transition.

Skills

Treasury sales experience

Product acumen

Project leadership

Verbal & written communication

Data analysis

Sales orchestration

Banking knowledge

Risk governance

Curiosity & collaboration

Education

Finance/Accounting/Management degree

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!

Job Description

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 judgement 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 judgement 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 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 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 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 - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

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.