Treasury Sales Leader - Client Solutions & Pricing

Bank of America; Texas; On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America is seeking a Treasury Services Client Specialist to lead pricing and negotiations for treasury products, drive digital payments adoption, and deepen client relationships. You will manage implementation and coordinate with Relationship Managers to ensure revenue growth and successful client outcomes.

The role requires at least 3 years in treasury or cash management, strong financial acumen, and excellent communication skills to influence internal and external partners.

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Strong business/financial acumen to align to KPIs within clients treasury operations.
• Ability to build partnerships within the core team and rapport with client contacts.

Responsibilities

• Lead pricing and client negotiations for treasury products to optimize profitability.
• Advocate for digital/mobile payments adoption and drive client-focused discussions.
• Participate in the Client Management Process to acquire and deepen relationships.
• Oversee implementation from start to finish ensuring a smooth client experience.
• Own revenue growth, portfolio development, pricing, RFPs, and client-facing treasury presentations.
• Evaluate treasury solutions based on cost/benefit and profitability analysis.

Skills

Account Mgmt

Client Mgmt

Customer Focus

Oral Communications

Presentation Skills

Client Solutions

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

Bachelor’s Degree or Equivalent

Job description

Bank of America is seeking a Treasury Services Client Specialist to lead pricing and negotiations for treasury products, drive digital payments adoption, and deepen client relationships. You will manage implementation and coordinate with Relationship Managers to ensure revenue growth and successful client outcomes.

The role requires at least 3 years in treasury or cash management, strong financial acumen, and excellent communication skills to influence internal and external partners.