Treasury Solutions Specialist I

Bank of America; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to clients and prospects in the US, collaborating with client managers and product specialists to optimize revenue and product penetration across an assigned portfolio.

This role emphasizes digital adoption, strategic client dialogues, pricing, proposals, and presentations, with travel up to ~30% and a strong focus on treasury products and services across global cash management.

Qualifications

• 3 years of Treasury Sales Officer Experience.
• Ability to Travel up to 30% of time.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services and trends.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain a strong client focus while also understanding the operational aspects of the bank and treasury products and services.
• Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Skills

Treasury Sales

Travel willingness

Treasury management

Business development

Job description

Bank of America is seeking a Treasury Sales Officer to deliver integrated treasury solutions to clients and prospects in the US, collaborating with client managers and product specialists to optimize revenue and product penetration across an assigned portfolio.

This role emphasizes digital adoption, strategic client dialogues, pricing, proposals, and presentations, with travel up to ~30% and a strong focus on treasury products and services across global cash management.