Treasury Sales & Solutions Specialist I

Bank of America; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to US and global clients. You will pursue treasury revenue streams, drive product penetration in an assigned portfolio, and partner with Client Managers and product specialists to offer tailored treasury solutions.

The role emphasizes strategic client dialogues, pricing leadership, and cross‑functional collaboration across the enterprise to maximize profitability and client satisfaction.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• Experience in treasury management sales and broad familiarity with treasury products is desirable.
• Strong communication and presentation skills are essential.
• Proven ability to manage complex client relationships and drive revenue growth.
• Ability to travel up to 20% of the time.
• Ability to operate effectively within a large enterprise and collaborate with cross‑functional partners.

Responsibilities

• Manage and pursue treasury revenue streams across an assigned portfolio of Business Banking entities with $20M–$50M in corporate revenue.
• Collaborate with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, and other partners to provide treasury solutions.
• Lead client-facing treasury presentations and respond to RFPs/RFIs.
• Develop pricing strategies, proposals, and portfolio development plans to drive YoY revenue growth.
• Drive adoption of digital and real‑time payments solutions for clients.
• Maintain a strong client focus while balancing risk and profitability.

Skills

Account Management

Business Development

Client Management

Sales Strategy

Presentation Skills

Relationship Building

Critical Thinking

Prioritization

Prospecting

Education

Bachelor's degree or equivalent work experience

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

MBA or equivalent

Certified Treasury Professional (CTP) or equivalent

Job description

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to US and global clients. You will pursue treasury revenue streams, drive product penetration in an assigned portfolio, and partner with Client Managers and product specialists to offer tailored treasury solutions.

The role emphasizes strategic client dialogues, pricing leadership, and cross‑functional collaboration across the enterprise to maximize profitability and client satisfaction.