Treasury Solutions Sales Executive

Tech Sales Jobs

Center Square (PA)

On-site

USD 100,000 - 150,000

Full time

3 days ago
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Job summary

Bank of America is seeking a Treasury Sales Client Officer II to drive liquidity management and treasury solutions for Business Banking clients in the Northeast. You will partner with Relationship Managers and specialists to deliver payments, FX, trade and card services while growing revenue and improving client profitability.

The role requires strategic pricing, strong financial acumen, and a customer-focused approach.

Qualifications

  • At least 3 years of demonstrated success in a treasury or cash management capacity.
  • Willingness to travel up to 5% of time.
  • Strong business/financial acumen aligned to KPIs in clients’ treasury operations.
  • Ability to foster partnerships within core team and build client rapport.
  • Ability to manage competing priorities while maintaining client satisfaction.
  • Broad familiarity with global treasury products, services and trends.

Responsibilities

  • Manage treasury revenue streams and product penetration for a portfolio of Business Banking clients in the Northeast.
  • Lead pricing and negotiation discussions for treasury products to optimize profitability.
  • Act as a digital ambassador driving mobile, digital and real-time payments adoption.
  • Oversee client acquisition and deepening relationships through CMP and tailored solutions.
  • Ensure smooth end-to-end implementation of all treasury solutions for clients.

Skills

Treasury knowledge
Client relationship
Revenue growth
Pricing negotiations
Cross-functional collaboration
Travel readiness

Education

Bachelor's in finance/accounting/management

Job description

Bank of America is seeking a Treasury Sales Client Officer II to drive liquidity management and treasury solutions for Business Banking clients in the Northeast. You will partner with Relationship Managers and specialists to deliver payments, FX, trade and card services while growing revenue and improving client profitability.

The role requires strategic pricing, strong financial acumen, and a customer-focused approach.

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