Treasury Sales Officer I

Bank of America; Boston (MA); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America in Boston seeks a Treasury Sales Officer to grow treasury revenue across a portfolio of global Fortune 500 clients. You will collaborate with Corporate Bankers, Liquidity, Payments, FX, and Trade teams to design working capital solutions.

This role requires deep treasury product knowledge, strong negotiation skills, and the ability to travel up to 50%. You will lead client discussions, tailor proposals, and drive profitability while delivering exceptional client service.

Qualifications

• Minimum 5 years of direct treasury management sales experience.
• Willing to travel at least 50% of the time.
• Collaborative team player with diverse perspectives.
• Excellent verbal and written communication and presentation skills.
• Proven business development and relationship management with corporate clients.
• Executive presence and ability to build client partnerships.

Responsibilities

• Drives responsible revenue growth and portfolio profitability; leads pricing strategy and client-facing treasury presentations.
• Partners with bankers and product specialists to tailor treasury solutions based on client needs and bank profitability analysis.
• Leads pricing and negotiation discussions to optimize relationship profitability and YoY growth.
• Fosters client management processes and expands client relationships through growth opportunities.
• Promotes digital adoption, real-time payments, and mobile solutions with cross-functional teams.
• Maintains deep treasury industry and client subsector expertise to service clients effectively.

Skills

Treasury sales

Relationship management

Negotiation

Communication skills

Travel ability

Education

Bachelor's degree in finance/accounting/management

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

Responsibilities

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Required Qualifications

• Minimum 5 years of experience in direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
• Ability to travel at least 50% of the time
• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal/ written communication and presentation skills
• Proven negotiation and active listening skills with strong executive presence
• Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

Desired Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Agility – Keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements, which enables you to bring forward-looking ideas to clients
• Cross-functional Collaboration- ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe, to deliver positive client outcomes.
• Executive Presence – ability to navigate discussions with senior client contacts, influence, and build strong relationships
• Data-driven mindset – comfortable reading and leveraging data analytics to delver valuable insights to client

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

Shift

1st shift (United States of America)

Hours Per Week

40