Treasury Sales Officer III – Global FIG Investments, Securities

Bank of America

Senior Treasury Sales Officer managing critical portfolios for global FIG Investments and Securities clients. Leading treasury management relationship with a focus on responsible growth and client satisfaction.

Posted 6/11/2026full-timeChicago • Illinois, New York • 🇺🇸 United StatesSeniorLead💰 $250,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.
The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Requirements

What you’ll need

Minimum of 10 years of relevant experience in banking, treasury and/or financial services
Ability to Travel between up to 50% of time including long day and some overnight travel.
Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships across Private Capital and Asset Management Clients.
Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments.
Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders.
Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction.
Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework.
Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team.
Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts.
Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

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 managementpayment flowsrisk analysisclient relationship managementportfolio strategyproposal developmentdigital paymentsclient onboardingfinancial servicesasset management

Soft Skills

relationship buildingclient satisfactionjudgmentcollaborationexecutive presencementorshipconsultative dialogueprioritizationcommunicationleadership