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

Bank of America

Treasury Sales Officer managing treasury solutions for not-for-profit healthcare and higher education sectors. Leading client engagements, driving revenue growth, and mentoring Treasury Analysts.

Posted 7/8/2026full-timeChicago • Illinois, Montana, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $133,200 - $235,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for leading product experts supporting Global Transaction Services in client engagements
Participate as the product sales or industry expert in client calls
Identify opportunities and influence solutions
Drive collaboration between product, sales, and client relationship teams to package marketing leading solutions
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio
Pursue client prospect opportunities outside of the portfolio
Act as digital ambassador driving mobile, digital and real-time payments adoption
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies
Articulate and understand the not-for-profit, healthcare and higher education environment
Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions
Drive expansion of Solutions Per Relationship (SPR)
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
Manage and lead strategic dialogues around key client centric issues
Coach and mentor Treasury Analysts and work with Servicing and Implementation teams

Requirements

What you’ll need

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 30% 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
Flexible work arrangements
Paid time off
Professional development opportunities
Discretionary incentive eligible

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management SalesP2E StrategiesDigital Payment SolutionsRevenue Growth StrategiesRFP ResponsesPortfolio DevelopmentLiquidity ManagementCard Solutions

Soft Skills

Negotiation SkillsActive ListeningStrategic ThinkingProblem ResolutionExecutive Presence