Treasury Sales Officer II - Global Payments Solutions

Bank of America; Greensboro (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America in Greensboro is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients, delivering integrated treasury solutions, coordinating RFP processes, and partnering with client teams to grow revenue. You will analyze data, prepare client reviews, balance multiple sales activities, and ensure pricing and service fulfilment.

The role emphasizes collaboration with internal partners, strong communication, and a proactive approach to risk

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.
• Ability to read and leverage data to proactively identify trends and opportunities.
• Strong ability to organize, prioritize and balance multiple sales activities.
• A deep understanding of bank structure and the operational aspects of global cash management products and services.
• Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.

Responsibilities

• Treasury Sales Client Officers are responsible for managing day to day relationships with Middle Market clients.
• Retain and grow existing revenue and seek opportunities to deepen solutions per relationship.
• Manage pricing and profitability and respond to client and partner requests in a timely manner.
• Coordinate regular relationship review meetings with the client team.
• Develop data driven insights and presentations for clients to improve working capital and digitization of payments/receipts.
• Build relationships with internal partners and client decision makers and complete portfolio business reviews.
• Ensure service and fulfilment related requests are directed to the relevant teams.

Skills

3 years treasury sales experience

Product and financial acumen

Verbal and written communication

Presentation skills

Data-driven decision making

Sales activity management

Bank structure knowledge

Risk guideline adherence

Bank network knowledge

Education

B.S. or B.A. in finance, accounting, management

Job description

Bank of America in Greensboro is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients, delivering integrated treasury solutions, coordinating RFP processes, and partnering with client teams to grow revenue. You will analyze data, prepare client reviews, balance multiple sales activities, and ensure pricing and service fulfilment.

The role emphasizes collaboration with internal partners, strong communication, and a proactive approach to risk