Treasury Sales Lead, Global Payments & Liquidity

Bank of America; Boston (MA); On-site; USD 107,000 - 134,000; Full time

Benefits offered by this job

Discretionary bonus eligibility

Industry-leading benefits

Paid time off

Job summary

Bank of America in Boston is seeking a Treasury Sales Client Officer to drive treasury revenue and cross-sell across an assigned NE portfolio. You will lead pricing discussions, coordinate with Relationship Managers and partners, and implement solutions from inception to revenue realization.

The role emphasizes client-focused pricing, digital adoption, and strategic dialogues on treasury products, with opportunity to influence profitability and growth for the bank's treasury client base.

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to core KPI within clients treasury operations ecosystems.
• Demonstrates the ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
• Broad and deep familiarity with global treasury management products, services and trends.

Responsibilities

• Pursues client prospect opportunities outside of the portfolio; works with Relationship Managers, Credit Officers, FX Trade Advisors, and others.
• Positions US, and sometimes International treasury solutions that best fit clients' needs; daily virtual client interactions.
• Leads pricing and negotiation discussions for TM products to optimize profitability for the portfolio.
• Acts as a digital ambassador driving mobile and real-time payments adoption and leads strategic dialogues around client-centric issues.
• Participates in CMP focusing on client acquisition and deepening relationships by identifying client needs.
• Oversees implementation of all solutions from start to finish ensuring a smooth experience and speed to revenue.
• Drives revenue growth, client calling initiatives, portfolio development, pricing, RFP responses, and client-facing treasury presentations.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer and Client Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Coaching

Collaboration

Oral Communications

Prioritization

Prospecting

Education

Bachelor's Degree or Equivalent Work Experience

Certified Treasury Professional Certification (CTP) or equivalent

Job description

Bank of America in Boston is seeking a Treasury Sales Client Officer to drive treasury revenue and cross-sell across an assigned NE portfolio. You will lead pricing discussions, coordinate with Relationship Managers and partners, and implement solutions from inception to revenue realization.

The role emphasizes client-focused pricing, digital adoption, and strategic dialogues on treasury products, with opportunity to influence profitability and growth for the bank's treasury client base.