Treasury Solutions Sales Associate

NACBA; New York (NY); On-site; USD 108,000 - 160,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits

Job summary

Bank of America is seeking a Treasury Sales Officer to lead a team delivering integrated treasury solutions to high‑value clients, including insurance and specialty finance segments. The role emphasizes revenue growth, product penetration, and cross‑functional collaboration to package solutions tailored to client needs.

The ideal candidate has extensive treasury products knowledge, strong relationship skills, and the ability to drive strategic dialogues across enterprise partners.

Qualifications

• 3 years of Treasury Sales Officer Experience
• Ability to Travel up to 40% of time including long day and some overnight travel.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills.
• Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to navigate the enterprise and engage partners when needed.
• Demonstrates ability to foster partnerships within the core team.
• Able to manage competing priorities in an organized fashion while maintaining client satisfaction.

Responsibilities

• Delivery of integrated treasury solutions to Non-Bank Financial Institution - Insurance and Specialty Finance clients and prospects
• Actively managing and pursuing treasury revenue streams and increasing product penetration
• Consulting with client-facing teammates on sales opportunities
• Serving as digital ambassador to drive mobile, digital and real-time payments adoption
• Leading client-facing treasury presentations and pricing discussions
• Identifying and evaluating treasury solutions based on client-focused cost/benefit and profitability analysis
• Maintaining strong client focus while understanding operational aspects of the bank
• Managing strategic dialogues with clients leveraging data analytics and benchmarking
• Coaching Treasury Analysts and coordinating with Servicing and Implementation teams

Skills

Account Management

Business Development

Client Management

Client Solutions Advisory

Customer and Client Focus

Critical Thinking

Portfolio Analysis

Presentation Skills

Relationship Building

Sales Strategy

Coaching

Collaboration

Oral Communications

Prioritisation

Prospecting

Education

Bachelor's Degree or Equivalent Work Experience

MBA or Equivalent

Certified Treasury Professional Certification (CTP) or equivalent

Job description

Bank of America is seeking a Treasury Sales Officer to lead a team delivering integrated treasury solutions to high‑value clients, including insurance and specialty finance segments. The role emphasizes revenue growth, product penetration, and cross‑functional collaboration to package solutions tailored to client needs.

The ideal candidate has extensive treasury products knowledge, strong relationship skills, and the ability to drive strategic dialogues across enterprise partners.