Treasury Sales & Solutions Lead | Client Growth

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

Job summary

Bank of America in Dallas seeks a Treasury Sales Client Officer to manage treasury revenue streams for a Business Banking portfolio in the Central Southwest. The role collaborates with Relationship Managers, Credit Officers, FX Advisors, and other partners to position treasury solutions that meet client needs.

The TSCO will lead pricing discussions, drive digital and real-time payments adoption, and participate in client management to deepen relationships.

Qualifications

• Bachelor’s Degree or Equivalent Work Experience required.
• Strong business/financial acumen aligned to KPIs within client treasury operations.
• Ability to build partnerships within the core team and with client contacts.

Responsibilities

• Lead pricing and negotiation discussions for TM products to optimize portfolio profitability.
• Drive digital payments adoption and lead strategic dialogues on client-centric issues.
• Participate in Client Management Process to acquire and deepen client relationships.
• Oversee implementation of all solutions from start to finish for a smooth revenue path.
• Identify and evaluate treasury solutions based on cost/benefit analysis and profitability.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

Bachelor’s Degree in Finance, Accounting, Management

Bachelor’s Degree or Equivalent Work Experience

Job description

Bank of America in Dallas seeks a Treasury Sales Client Officer to manage treasury revenue streams for a Business Banking portfolio in the Central Southwest. The role collaborates with Relationship Managers, Credit Officers, FX Advisors, and other partners to position treasury solutions that meet client needs.

The TSCO will lead pricing discussions, drive digital and real-time payments adoption, and participate in client management to deepen relationships.