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

Bank of America

Treasury Sales Officer managing treasury revenue streams and product penetration for healthcare companies. Engaging with clients and driving treasury solutions across a portfolio in the United States.

Posted 5/31/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
Participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams.
Manage actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies.
Act as digital ambassador driving mobile, digital and real-time payments adoption.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
Articulate and understand the not-for-profit healthcare and higher education environment with respect to reform and other industry issues.

Requirements

What you’ll need

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 10% 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

Competitive benefits to support their physical, emotional, and financial well-being

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 productsBusiness developmentRelationship managementFinancial technologyDigital paymentsReal-time paymentsProblem resolutionFinancial acumen

Soft Skills

Verbal communicationWritten communicationPresentation skillsNegotiation skillsActive listeningExecutive presenceCritical thinkingStrategic thinkingOrganizational skillsClient satisfaction