Treasury Solutions Sales Officer

NBMBAA; Boston, Northern (MA, KY); Hybrid; USD 108,000 - 160,000; Full time

Job summary

Bank of America in Boston seeks a Treasury Sales Officer to lead product experts in Global Payments Services, driving client engagements and complex deal closures. You will partner across product, sales and client teams, manage pricing, and deliver treasury solutions aligned to client needs.

The role focuses on revenue growth, portfolio development, and strategic client dialogues, with travel up to 30% and a strong emphasis on relationship management and execution.

Qualifications

• 3 years of Treasury Sales Officer Experience.
• Ability to Travel up to 30% of time.
• Successful track record in treasury management sales with global products and trends.
• Proven business development and relationship management with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills with executive presence.
• Adept at strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to engage partners across the enterprise.
• Demonstrates the ability to foster strong partnerships within the core team.
• Manages competing priorities with high client satisfaction.
• Effective as individual contributor and team member in fast pace.
• Manages risk balancing client, team, and bank needs.

Responsibilities

• Lead product sales or industry expert in client engagements and opportunities.
• Drive digital adoption and lead strategic dialogues on client issues.
• Own revenue growth, pricing, RFP/RFI responses, and client presentations.
• Identify treasury solutions based on client-focused cost/benefit analyses.
• Maintain client focus while understanding bank operations and treasury products.
• Collaborate with bankers and product specialists to tailor solutions.
• Lead pricing discussions with clients to optimize profitability.
• Coach Treasury Analysts and coordinate with Servicing teams.

Skills

Treasury Sales Experience

Travel 30%+

Treasury management sales

Business development

Relationship management

Communication skills

Negotiation

Active listening

Strategic thinking

Financial acumen

Cross-enterprise collaboration

Teamwork

Risk management

Client focus

Education

B.S./B.A. in finance/accounting/management

CTP certification (or equivalent)

MBA or equivalent

Job description

Bank of America in Boston seeks a Treasury Sales Officer to lead product experts in Global Payments Services, driving client engagements and complex deal closures. You will partner across product, sales and client teams, manage pricing, and deliver treasury solutions aligned to client needs.

The role focuses on revenue growth, portfolio development, and strategic client dialogues, with travel up to 30% and a strong emphasis on relationship management and execution.