Treasury Sales Client Officer II – Business Banking

Bank of America

Managing client portfolios and driving revenue growth as a Treasury Sales Client Officer at Bank of America. Engaging with clients to enhance their banking experience and identify growth opportunities.

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

About the role

Key responsibilities & impact

This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations.
Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
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.

Requirements

What you’ll need

5 years of prior treasury sales experience
Ability to travel up to 5%
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

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.

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Applicant Tracking System Keywords

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Hard Skills & Tools

treasury sales experiencefinancial acumendata analysisglobal cash management productsrisk managementstrategic planningmarketing planscommunication planspricing managementprofitability analysis

Soft Skills

verbal communicationwritten communicationpresentation skillsorganizational skillsprioritizationrelationship managementinfluencing skillscuriositycouragebusiness partnering