Treasury Solutions Sales Lead – Liquidity & Payments

Tech Sales Jobs; Philadelphia (Philadelphia County); On-site; USD 110,000 - 165,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer II to manage and grow treasury revenue within an assigned portfolio of Business Banking clients in the Northeast. You will collaborate with Relationship Managers, Credit Officers, FX Trade Advisors and others to deliver liquidity management, payments, and related treasury services.

You will lead pricing discussions, drive digital payments adoption, and manage end-to-end implementation of treasury solutions, ensuring a strong client focus

Qualifications

• 3+ years in treasury or cash management
• Ability to travel up to 5%
• Strong business/financial acumen aligned to KPIs in treasury operations
• Proven ability to build partnerships within core team and with client contacts
• Ability to manage competing priorities while maintaining client satisfaction
• Broad familiarity with global treasury products and services

Responsibilities

• Manage and pursue treasury revenue streams across an assigned portfolio of Business Banking clients.
• Lead pricing and negotiation discussions for treasury products to optimize profitability.
• Drive adoption of digital/mobile/real-time payments and other treasury solutions.
• Participate in the Client Management Process to acquire and deepen client relationships.
• Oversee implementation of treasury solutions from start to finish for a smooth revenue path.
• Lead client-facing treasury presentations and evaluate solutions using cost/benefit analyses

Skills

Treasury management

Financial acumen

Client relationship

Education

B.S./B.A. in finance or related

Job description

Bank of America is seeking a Treasury Sales Client Officer II to manage and grow treasury revenue within an assigned portfolio of Business Banking clients in the Northeast. You will collaborate with Relationship Managers, Credit Officers, FX Trade Advisors and others to deliver liquidity management, payments, and related treasury services.

You will lead pricing discussions, drive digital payments adoption, and manage end-to-end implementation of treasury solutions, ensuring a strong client focus