Treasury Solutions Consultant II

Bank of America; Fresno (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer in a hybrid junior sales/treasury capacity. You will manage a client portfolio, drive revenue growth, and coordinate RFP processes with Treasury Sales teams.

The role emphasizes client relationships, cross-sell opportunities, and cross-functional collaboration. The position requires strong product knowledge, data-driven insights, and the ability to engage stakeholders across internal teams while maintaining a client-focused approach.

Qualifications

• 3 years of treasury sales experience.
• Strong product and financial acumen.
• Excellent verbal and written communication and presentation skills.
• Ability to read data to identify trends and opportunities.
• Strong organizational skills to balance multiple sales activities.

Responsibilities

• Manage day-to-day relationships with Middle Market clients while growing revenue.
• Retain and expand revenue and cross-sell solutions.
• Coordinate complex RFP processes with Treasury Sales teams.
• Build partnerships with client decision makers and internal partners.
• Deliver price and profitability management and timely client responses.

Skills

Treasury sales experience

Product & financial acumen

Verbal & written communication

Data-driven insights

Time management

Education

B.S./B.A. in finance or related field

Job description

Bank of America is seeking a Treasury Sales Client Officer in a hybrid junior sales/treasury capacity. You will manage a client portfolio, drive revenue growth, and coordinate RFP processes with Treasury Sales teams.

The role emphasizes client relationships, cross-sell opportunities, and cross-functional collaboration. The position requires strong product knowledge, data-driven insights, and the ability to engage stakeholders across internal teams while maintaining a client-focused approach.