Treasury Sales Pro II — Client Growth & Solutions

Bank of America

Greensboro (NC)

On-site

USD 90,000 - 130,000

Full time

6 days ago

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Job summary

Bank of America is seeking an experienced Treasury Sales Client Officer II to manage a portfolio of Middle Market clients, coordinate complex Request for Proposal processes, and collaborate with Treasury Sales teams to deliver integrated treasury solutions. You will work with internal partners, drive revenue growth, and ensure client satisfaction through proactive relationship management.

The role emphasizes data-driven decision making, cross-sell opportunities, and strong communication with

Qualifications

3 years of treasury sales experience
Product and financial acumen
Strong verbal and written communication and presentation skills
Ability to read and leverage data to identify trends
Strong organizational skills and ability to balance multiple sales activities
Deep understanding of bank structure and global cash management products
Understanding of risk guidelines to manage and escalate risk
Passionately curious with strong business partnering skills

Responsibilities

Manage day-to-day relationships with Middle Market clients and retain/grow revenue
Lead coordinated RFP processes with Treasury Sales teams
Build partnerships with internal partners and client decision makers
Coordinate regular relationship review meetings and drive process improvements
Deliver data-driven insights and client presentations to reduce risk and improve working capital