Treasury Sales Officer II — Client Growth & Solutions

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

Benefits offered by this job

Discretionary incentive eligible

Benefits package

Job summary

Bank of America is seeking a Treasury Sales Client Officer II to manage a portfolio of Middle Market clients, delivering integrated treasury solutions and driving revenue growth. You will collaborate with Treasury Sales teams to coordinate RFPs, build partnerships, and provide product expertise to meet client objectives.

The role focuses on retaining revenue, increasing product penetration, and guiding pricing and profitability while maintaining strong client relationships and timely responses

Qualifications

• 3 years of treasury sales experience or related field.
• Strong financial acumen and business literacy.
• Excellent verbal and written communication and presentation skills.
• Ability to read data and identify trends for opportunities.

Responsibilities

• Manage a portfolio of Middle Market clients and drive revenue growth.
• Retain existing revenue and deepen solutions per relationship.
• Coordinate RFP processes with Treasury Sales teams and business partners.
• Lead relationship reviews and communicate progress to stakeholders.

Skills

Treasury sales

Financial acumen

Verbal & written communication

Data-driven insights

Relationship management

Pricing & profitability

Market knowledge

Education

B.S. or B.A. in finance or related field

Job description

Bank of America is seeking a Treasury Sales Client Officer II to manage a portfolio of Middle Market clients, delivering integrated treasury solutions and driving revenue growth. You will collaborate with Treasury Sales teams to coordinate RFPs, build partnerships, and provide product expertise to meet client objectives.

The role focuses on retaining revenue, increasing product penetration, and guiding pricing and profitability while maintaining strong client relationships and timely responses