Treasury Sales Officer II – Not for Profit Healthcare, Higher Education

Bank of America

Treasury Sales Officer managing treasury revenue streams and solutions for Not For Profit Healthcare and Higher Education companies. Leading product expert in client engagements and collaboration.

Posted 4/18/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $127,500 - $230,000 per yearWebsite

About the role

Key responsibilities & impact

Leading product experts supporting Global Transaction Services in client engagements
Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
Participating as the product sales or industry expert in client calls
Identifying opportunities and influencing solutions
Driving collaboration between product, sales, and client relationship teams
Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies
Articulating and understanding the not-for-profit, healthcare and higher education environment
Actively participating in speaking engagements associated with key industry organizations
Advising clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce

Requirements

What you’ll need

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 40% of time in normal environment
Successful track record in treasury management sales
Broad and deep familiarity with global treasury management products, services and trends
Proven business development and relationship management skills with complex clients
Excellent verbal and written communication and presentation skills
Proven negotiation and active listening skills
Strong executive presence
Adept at critical and strategic thinking and problem resolution
Strong business/financial acumen
Ability to successfully maneuver through the enterprise, engage partners and escalate as needed
Demonstrates the ability to foster strong partnerships within the core team
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction
Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment
Effectively manages risk while balancing the needs of the client, the team, and the bank.

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Sales Officer ExperienceTreasury management salesGlobal treasury management productsPayments solutionsReceipts solutionsLiquidity solutionsCard solutionsRevenue cycle solutionseCommerce strategiesDigital strategies

Soft Skills

Business developmentRelationship managementVerbal communicationWritten communicationPresentation skillsNegotiation skillsActive listeningCritical thinkingStrategic thinkingProblem resolution