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

Bank of America

Treasury Sales Officer providing financial solutions for not-for-profit healthcare and higher education clients. Engage in client relationship management and treasury revenue growth initiatives.

Posted 6/19/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

This job is responsible for 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.
Key responsibilities include 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.
The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education.
The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise.
Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
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

3 years of Treasury Sales Officer Experience
Ability to Travel between up to 25% 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 a 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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Sales Officertreasury management salesglobal treasury management productsfinancial technologybusiness developmentrelationship managementdata analyticsproblem resolutionclient engagementsolution positioning

Soft Skills

verbal communicationwritten communicationpresentation skillsnegotiation skillsactive listeningexecutive presencecritical thinkingstrategic thinkingorganizational skillsclient satisfaction