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Treasury Sales Officer – III
Bank of America. Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations .
Posted 5/16/2026full-timeNew York City • New York, North Carolina, Texas • 🇺🇸 United StatesSeniorLead💰 $250,000 - $304,200 per yearWebsite
About the role
Key responsibilities & impact- Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
- Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
- Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
- Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
- Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
- Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
- Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events
Requirements
What you’ll need- 10+ years of experience in Treasury sales or a similar role
- Treasury / cash management industry experience, including global product knowledge and industry trends
- Ability to travel 50% of the time
- NRG Industry knowledge especially desired around the Power sub-sector
- US and Global treasury management and product knowledge, Certified Treasury Professional or equivalent
Benefits
Comp & perks- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- discretionary incentive eligible
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury managementpricing strategycost and benefit analysisprofitability analysisdigital paymentsreal time paymentsclient relationship developmentportfolio developmentproposal responsesclient facing presentations
Soft Skills
collaborationcoachingleadershipclient interactionstrategic dialogueinfluencecommunicationrelationship managementnegotiationproblem solving
Certifications
Certified Treasury Professional