Treasury Solutions Sales Lead

Tech Sales Jobs; Jenkintown (PA); On-site; USD 110,000 - 140,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer II in the Northeast region. You will manage treasury services for a portfolio of Business Banking clients, lead pricing discussions, and drive adoption of digital payments and liquidity solutions.

You will collaborate with Relationship Managers, Credit Officers, FX Advisors, and others to optimize profitability and client satisfaction while guiding implementations from start to finish.

Qualifications

• At least 3 years of demonstrated success in a treasury or cash management capacity.
• Ability to Travel up to 5%.
• Strong business/financial acumen to align to KPIs within clients' treasury operations.
• Demonstrates ability to foster partnerships with client contacts.
• Effectively manages competing priorities while maintaining client satisfaction.
• Broad familiarity with global treasury management products and trends.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration for assigned Business Banking clients.
• Lead pricing and negotiation discussions for treasury management products to optimize profitability.
• Drive digital adoption (mobile/real-time payments) and lead strategic client dialogues.
• Participate in CMP to acquire and deepen client relationships.
• Oversee implementation of solutions from start to finish for a smooth revenue path.

Skills

Treasury expertise

Travel

Financial acumen

Client relationships

Prioritization

Treasury products

Education

Certified Treasury Professional

Bachelor's in finance

Job description

Bank of America is seeking a Treasury Sales Client Officer II in the Northeast region. You will manage treasury services for a portfolio of Business Banking clients, lead pricing discussions, and drive adoption of digital payments and liquidity solutions.

You will collaborate with Relationship Managers, Credit Officers, FX Advisors, and others to optimize profitability and client satisfaction while guiding implementations from start to finish.