Treasury Sales Lead: Client Growth & Solutions

National Black MBA Association; Los Angeles, Northern (CA, KY); Hybrid; USD 80,000 - 134,000; Full time

Job summary

Bank of America in Los Angeles is seeking a Treasury Sales Client Officer II in a hybrid junior role. You will manage day-to-day relationships with Middle Market clients, retain and grow revenue, and coordinate with Treasury Sales teams to deliver integrated treasury solutions.

You will develop data-driven insights, participate in portfolio reviews, and partner with internal teams to provide best-in-class service while expanding product penetration across an assigned region.

Qualifications

• 3 years of treasury sales experience.
• Strong product and financial acumen.
• Excellent verbal and written communication and presentation skills.
• Ability to read data and identify trends to drive opportunities.
• Proven ability to manage multiple sales activities and relationships.

Responsibilities

• Manage a portfolio of Middle Market clients and retain/grow revenue.
• Lead coordination of RFP processes with Treasury Sales teams.
• Develop partnerships with client decision makers and deliver treasury solutions.
• Deliver data-driven insights and reviews to reduce risk and improve working capital.
• Build cross-sell opportunities and ensure timely fulfillment of client requests.

Skills

Treasury sales

Financial acumen

Verbal & written comms

Data analysis

Time management

Bank knowledge

Relationship management

Job description

Bank of America in Los Angeles is seeking a Treasury Sales Client Officer II in a hybrid junior role. You will manage day-to-day relationships with Middle Market clients, retain and grow revenue, and coordinate with Treasury Sales teams to deliver integrated treasury solutions.

You will develop data-driven insights, participate in portfolio reviews, and partner with internal teams to provide best-in-class service while expanding product penetration across an assigned region.