Treasury Sales Lead — Global Payments Solutions

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

Job summary

Bank of America is seeking a Treasury Sales Client Officer to drive revenue across a Northeast portfolio, balancing client needs with product offerings and pricing strategy. The role focuses on leveraging treasury solutions, partnerships with RM teams, and ensuring successful implementations to accelerate revenue growth.

The position emphasizes strategic client dialogues, digital payments adoption, and cross-functional collaboration to optimize profitability and client satisfaction in a dynamic

Qualifications

• 3+ years in treasury or cash management.
• Strong business/financial acumen aligned to KPIs.
• Build partnerships with client contacts.
• Manage competing priorities while maintaining client satisfaction.
• Familiarity with global treasury products and trends.

Responsibilities

• Pursues client opportunities outside the portfolio with cross-functional partners.
• Positions treasury solutions for NE clients and leads daily client calls.
• Leads pricing and negotiations for TM products to optimize profitability.
• Drives digital adoption of mobile, real-time payments and core tools.
• Participates in CMP to acquire and deepen client relationships.
• Manages end-to-end implementation of solutions for speed to revenue.
• Drives revenue growth, pricing, RFP responses, and client-facing presentations.
• Identifies treasury solutions based on cost/benefit analyses.
• Maintains open communication with Relationship Managers and teams.

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

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

Certified Treasury Professional Certification (CTP) or equivalent

Tools

Treasury software

Job description

Bank of America is seeking a Treasury Sales Client Officer to drive revenue across a Northeast portfolio, balancing client needs with product offerings and pricing strategy. The role focuses on leveraging treasury solutions, partnerships with RM teams, and ensuring successful implementations to accelerate revenue growth.

The position emphasizes strategic client dialogues, digital payments adoption, and cross-functional collaboration to optimize profitability and client satisfaction in a dynamic