Treasury Sales Leader – Global Payments & Liquidity

Bank of America; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer to manage and grow revenue across Global Commercial Banking clients in DFS. You will coordinate with Relationship Managers, Credit Officers, FX Advisors, and others to position treasury solutions, negotiate pricing, and lead end-to-end implementations.

A strong client focus and deep treasury product knowledge are essential. The role emphasizes strategic dialogue, data-driven decision making, and adoption of digital payments while

Qualifications

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

Responsibilities

• Pursues client prospect opportunities outside of portfolio with Relationship Managers, Credit Officers, FX Trade Advisors and others
• Leads pricing and negotiation discussions with clients for treasury products to optimize profitability
• Acts as a digital ambassador driving mobile, digital and real-time payments adoption
• Participates in Client Management Process to deepen relationships
• Manages implementation of all solutions from start to finish for a smooth revenue path
• Leads client-facing treasury presentations and price discussions to drive YoY revenue growth

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)

Tools

Treasury software

Job description

Bank of America is seeking a Treasury Sales Client Officer to manage and grow revenue across Global Commercial Banking clients in DFS. You will coordinate with Relationship Managers, Credit Officers, FX Advisors, and others to position treasury solutions, negotiate pricing, and lead end-to-end implementations.

A strong client focus and deep treasury product knowledge are essential. The role emphasizes strategic dialogue, data-driven decision making, and adoption of digital payments while