Treasury Sales Lead - Healthcare & Higher Ed

Bank of America; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a Healthcare, Higher Education and Not‑for‑profit Treasury Sales Client Officer. This role acts as the primary client interface for a portfolio of high revenue, complex Treasury clients and serves as a comprehensive project manager focused on accelerating revenue realization.

The role requires leading and coordinating delivery of treasury, cash management, card, merchant, and deposit solutions, leveraging expertise to resolve escalations and drive operational

Qualifications

• Experience delivering integrated treasury solutions to clients across the entirety of the project scope.
• Partners closely with client‑facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.

Responsibilities

• Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
• Partners closely with client‑facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

Skills

Data driven insights

Project management

Treasury solutions

Client interface

Client relationship management

Job description

Bank of America is seeking a Healthcare, Higher Education and Not‑for‑profit Treasury Sales Client Officer. This role acts as the primary client interface for a portfolio of high revenue, complex Treasury clients and serves as a comprehensive project manager focused on accelerating revenue realization.

The role requires leading and coordinating delivery of treasury, cash management, card, merchant, and deposit solutions, leveraging expertise to resolve escalations and drive operational