Treasury Sales Client Officer II – Commercial Real Estate

Bank of America

Treasury Sales Client Officer managing day-to-day client relationships at Bank of America. Responsible for revenue growth and client solutions in treasury services with a focus on strategic needs.

Posted 4/18/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $107,000 - $131,300 per yearWebsite

About the role

Key responsibilities & impact

Treasury Sales Client Officers are responsible for managing day to day relationships with clients.
The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.
The TSCO will work regularly with partners on fulfillment requests.
The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
Identifies cross-sell opportunities through account analysis & regular client interaction
Manages client escalations and keeps internal team informed
Protects and grows revenue

Requirements

What you’ll need

5 years of prior treasury sales experience
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering
B.S. or B.A. in finance, accounting, management, or another undergraduate degree.

Benefits

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

treasury salesfinancial acumendata analysisrisk managementglobal cash managementclient relationship managementpricing strategyaccount analysispresentation skillsdigitization of payments

Soft Skills

communicationinfluenceorganizationprioritizationcuriositycouragebusiness partneringclient focusproblem-solvingstakeholder management

Certifications

B.S. in financeB.A. in accountingB.A. in management