Treasury Sales Specialist (Healthcare & Higher Education)

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

Job summary

Bank of America is seeking a Treasury Sales Officer to lead revenue growth for Not-For-Profit Healthcare and Higher Education clients. You will drive client engagements, coordinate with product and sales teams, and advance digital and treasury solutions for strategic customers.

Ideal candidates have 3+ years in treasury sales, strong relationship skills, and deep knowledge of payments, liquidity, eCommerce, and not-for-profit sectors. Travel up to 25% may be required.

Qualifications

• 3 years of Treasury Sales Officer experience.
• Ability to travel up to 25% of time.
• Proven track record in treasury management sales.
• Strong negotiation and executive communication skills.
• Broad familiarity with treasury products and services.

Responsibilities

• Lead revenue growth, pricing strategy, and portfolio development.
• Manage client relationships and pursue new opportunities within portfolio.
• Collaborate with product, sales, and client teams to deliver tailored treasury solutions.
• Present proposals and deliver client-facing treasury presentations.
• Engage with Not-For-Profit Healthcare and Higher Education clients.

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Coaching

Collaboration

Oral Communications

Prioritization

Prospecting

Education

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

Certified Treasury Professional Certification (CTP)

MBA or Equivalent

Job description

Bank of America is seeking a Treasury Sales Officer to lead revenue growth for Not-For-Profit Healthcare and Higher Education clients. You will drive client engagements, coordinate with product and sales teams, and advance digital and treasury solutions for strategic customers.

Ideal candidates have 3+ years in treasury sales, strong relationship skills, and deep knowledge of payments, liquidity, eCommerce, and not-for-profit sectors. Travel up to 25% may be required.