Treasury Sales Pro: Global Payments Solutions

Bank of America; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients and deliver integrated treasury solutions. You will drive revenue growth, partner with client-facing teams, and oversee pricing and profitability while ensuring client satisfaction.

This hybrid junior sales/treasury associate role emphasizes revenue growth, cross-sell opportunities, and close collaboration with internal partners to provide the best possible client solutions

Qualifications

• 3 years of treasury sales experience required.
• Strong product and financial acumen.
• Excellent verbal and written communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Strong ability to organize, prioritize and balance multiple sales activities.
• Deep understanding of bank structure and cash management products and services.
• Understanding of risk guidelines to grow the business responsibly.
• Curious, courageous, and capable business partner.

Responsibilities

• Retain and grow existing revenue; deepen solutions per relationship.
• Manage pricing and profitability; direct client communications.
• Coordinate regular relationship reviews with the client team.
• Identify cross-sell opportunities through account analysis and client interactions.
• Maintain client focus and ensure timely responses to requests.

Skills

Treasury sales

Product knowledge

Communication skills

Data analysis

Time management

Bank structure

Risk management

Relationship building

Education

Undergraduate degree in finance/accounting/management

Job description

Bank of America is seeking a Treasury Sales Client Officer II to manage day-to-day relationships with Middle Market clients and deliver integrated treasury solutions. You will drive revenue growth, partner with client-facing teams, and oversee pricing and profitability while ensuring client satisfaction.

This hybrid junior sales/treasury associate role emphasizes revenue growth, cross-sell opportunities, and close collaboration with internal partners to provide the best possible client solutions