Treasury Sales Lead for NFP Healthcare & Higher Ed

Bank of America

Texas

On-site

USD 120,000 - 190,000

Full time

14 days+

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Job summary

Bank of America is seeking a Treasury Sales Officer to lead product experts in supporting Global Transaction Services, driving treasury revenue and product penetration across a portfolio of not-for-profit healthcare and higher education clients.

You will engage C-suite, lead industry events, advise on payments, liquidity, and eCommerce solutions, and mentor Treasury Analysts while collaborating with execution teams.

Qualifications

  • 3+ years of Treasury Sales Officer experience.
  • Ability to travel up to 25% of the time.
  • Successful track record in treasury management sales.
  • Broad familiarity with global treasury management products and trends.
  • Proven business development and relationship management with complex clients.
  • Excellent verbal, written, and presentation skills.
  • Proven negotiation and active listening skills.
  • Strong executive presence and strategic thinking capabilities.
  • Strong business and financial acumen.
  • Ability to foster partnerships within the core team and manage competing priorities.

Responsibilities

  • Lead treasury revenue growth and product penetration within the assigned portfolio.
  • Act as a digital ambassador, driving adoption of mobile, digital, and real‑time payments solutions.
  • Engage with complex NFP healthcare and private higher education clients as a working capital and financial technology advisor.
  • Articulate the healthcare and higher education environment, including regulatory reforms, to C‑suite executives and key client teams.
  • Lead speaking engagements and create industry‑focused client events on topics such as innovation, fraud, patient satisfaction, and system integration.
  • Advise clients on payment, receipt, liquidity, card, revenue cycle, and eCommerce solutions.
  • Drive expansion of Solutions Per Relationship (SPR) through portfolio development, pricing strategy, and proposal responses.
  • Identify and evaluate treasury solutions using client‑focused cost/benefit and bank‑focused profitability analyses.
  • Maintain a strong client focus while understanding bank operations and product capabilities.
  • Lead strategic dialogues on key client issues, leveraging best practices, benchmarking, and industry data analytics.
  • Coaches and mentors Treasury Analysts and collaborates with servicing and implementation teams to deliver solutions.

Skills

Treasury sales
Relationship management
Negotiation
Executive presence
Financial acumen
Communication
Strategic thinking
Client engagement
Presentation skills
Team coaching

Education

Bachelor’s Degree or Equivalent
CTP or MBA/Equivalent

Job description

Bank of America is seeking a Treasury Sales Officer to lead product experts in supporting Global Transaction Services, driving treasury revenue and product penetration across a portfolio of not-for-profit healthcare and higher education clients.

You will engage C-suite, lead industry events, advise on payments, liquidity, and eCommerce solutions, and mentor Treasury Analysts while collaborating with execution teams.

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