Treasury Solutions Lead for Client Growth

Bank of America

Minneapolis (MN)

On-site

USD 107,000 - 134,000

Full time

14 days+

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Job summary

Bank of America in Minneapolis, MN is seeking a Treasury Sales Client Officer II to manage a portfolio, grow revenue, and coordinate RFP processes with Treasury Sales teams. In this hybrid junior sales/treasury role, you will develop treasury solutions, maintain client relationships, review pricing, and deliver data-driven insights to improve cash management for middle-market clients.

You will work with partners across the bank, prepare reviews, and ensure timely responses to client requests

Qualifications

3 years of treasury sales or related experience.
Strong analytical and data interpretation skills.
Excellent verbal and written communication; presentation skills.
Ability to manage multiple sales activities and prioritize.

Responsibilities

Manage a portfolio of Middle Market clients with treasury solutions and revenue growth.
Coordinate regular relationship review meetings and respond to client requests in a timely manner.
Develop data-driven insights and presentations to improve working capital and digitization of payments/receipts.
Identify cross-sell opportunities and partner with internal teams to deliver integrated solutions.
Maintain pricing for clients and manage profitability.