Treasury Solutions Advisor II

Bank of America; Spokane (WA); Hybrid; USD 110,000 - 135,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to manage a portfolio of Middle Market clients, driving revenue growth and delivering integrated treasury solutions. The role partners with Treasury Sales teams to coordinate RFPs, optimize pricing, and ensure excellent client service across a dynamic, hybrid work environment.

The position emphasizes building strong client relationships, leveraging data-driven insights, and collaborating with internal teams to deliver the best financial

Qualifications

• 3 years of treasury sales experience
• Strong product and financial acumen
• Excellent verbal and written communication and presentation skills
• Ability to read data and identify trends and opportunities
• Ability to organize, prioritize and balance multiple sales activities
• Deep understanding of bank structure and global cash management products and services
• Adherence to risk guidelines to grow the business responsibly
• Curious and collaborative with strong business partnering skills

Responsibilities

• Manage a portfolio of Middle Market clients, retaining and growing revenue and deepening solutions.
• Coordinate complex RFP processes with Treasury Sales teams and partner with internal stakeholders.
• Deliver integrated treasury solutions and provide product expertise to meet client objectives.
• Actively manage treasury revenue streams and increase product penetration across assigned portfolios.
• Coordinate regular relationship review meetings and identify process improvements and industry initiatives.
• Maintain pricing for clients and ensure billing accuracy, respond to client and partner requests promptly.
• Identify cross-sell opportunities and manage client escalations to protect and grow revenue.

Skills

Treasury sales

Product acumen

Communication skills

Data analysis

Relationship building

Education

Bachelor's degree in finance

Job description

Bank of America is seeking a Treasury Sales professional to manage a portfolio of Middle Market clients, driving revenue growth and delivering integrated treasury solutions. The role partners with Treasury Sales teams to coordinate RFPs, optimize pricing, and ensure excellent client service across a dynamic, hybrid work environment.

The position emphasizes building strong client relationships, leveraging data-driven insights, and collaborating with internal teams to deliver the best financial