Treasury Sales Lead: Client Growth & Solutions

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a Treasury Sales Officer to manage a portfolio of Middle Market clients, drive revenue growth and coordinate cross‑functional bids and pricing. The role emphasizes strategic plan development, client impact, and close collaboration with Treasury Sales teams to deliver integrated treasury solutions.

The position requires strong financial acumen, excellent communication skills, and an ability to leverage data to identify opportunities while maintaining risk controls and

Qualifications

• 3 years of treasury sales experience.
• Strong product and financial acumen.
• Excellent verbal and written communication; strong presentation skills.
• Ability to read data and proactively identify trends and opportunities.
• Excellent organization, prioritization, and multi-tasking skills.
• Deep understanding of bank structure and cash management products/services.
• Adherence to risk guidelines to grow the business responsibly.
• Curious, courageous, and capable of business partnering.

Responsibilities

• Manage a portfolio of Middle Market clients and drive revenue growth.
• Develop strategic plans and marketing/communication plans to meet client expectations.
• Coordinate RFP processes with Treasury Sales teams and key decision makers.
• Deliver data-driven insights and present recommendations to reduce risk and improve working capital.
• Collaborate with internal partners to ensure timely fulfillment and pricing accuracy.

Skills

Treasury sales

Product and financial acumen

Verbal and written communication

Data-driven decision making

Organization & prioritization

Risk management

Business partnering

Education

B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Job description

Bank of America is seeking a Treasury Sales Officer to manage a portfolio of Middle Market clients, drive revenue growth and coordinate cross‑functional bids and pricing. The role emphasizes strategic plan development, client impact, and close collaboration with Treasury Sales teams to deliver integrated treasury solutions.

The position requires strong financial acumen, excellent communication skills, and an ability to leverage data to identify opportunities while maintaining risk controls and