Treasury Solutions Consultant II

Bank of America; San Jose (CA); On-site; USD 107,000 - 134,000; Full time

Job summary

Bank of America seeks a Treasury Sales Client Officer II to manage a portfolio of middle-market clients and deliver integrated treasury solutions. The role combines junior sales and treasury duties, focusing on revenue growth, cross-sell opportunities, and effective collaboration with client teams.

The position emphasizes relationship management, data-driven insights, and strong communication skills to coordinate with Treasury Sales and other partners across offices in California and beyond.

Qualifications

• 3 years of treasury sales experience.
• Product and financial acumen.
• Strong verbal and written communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Organize, prioritize and balance multiple sales activities.
• Deep understanding of bank structure and cash management products and services.
• Adherence to risk guidelines to grow the business responsibly.
• Curious, courageous and capable of effective business partnering.

Responsibilities

• Manage a portfolio of treasury clients to retain and grow revenue and deepen solutions.
• Coordinate complex RFP processes with Treasury Sales teams and partners.
• Build partnerships with internal clients and drive pricing/profitability.
• Lead regular relationship reviews and ensure timely fulfillment across teams.
• Identify cross-sell opportunities through account analysis and client interactions.
• Develop data-driven insights and client presentations to reduce risk and improve working capital.
• Drive revenue growth and ensure services meet client objectives.

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

B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Job description

Bank of America seeks a Treasury Sales Client Officer II to manage a portfolio of middle-market clients and deliver integrated treasury solutions. The role combines junior sales and treasury duties, focusing on revenue growth, cross-sell opportunities, and effective collaboration with client teams.

The position emphasizes relationship management, data-driven insights, and strong communication skills to coordinate with Treasury Sales and other partners across offices in California and beyond.