Treasury Sales Officer I – Healthcare Not For Profit

Bank of America

Treasury Sales Officer managing treasury revenue streams and client relationships in the healthcare and education sectors. Leading product sales and complex deal engagements with strategic clients.

Posted 7/22/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, with a strong focus on client engagement and relationship management within the Not-For-Profit Healthcare and Higher Education sectors. Proven ability to drive revenue growth and navigate complex client environments while delivering tailored financial solutions.

Highest-signal resume keywords

Treasury Sales Officer ExperienceGlobal Treasury Management ProductsBusiness Development SkillsClient Relationship ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management SalesRevenue Growth StrategiesFinancial AcumenNegotiation SkillsStrategic ThinkingProblem ResolutionRFP ResponsesClient PresentationsPortfolio DevelopmentProduct Penetration

Soft Skills

Active ListeningExecutive PresenceOrganizational SkillsTeam CollaborationClient Satisfaction Management

Tools & Technologies

Digital PaymentsMobile PaymentsReal-Time Payments

Industry Keywords

Not-For-ProfitHealthcareHigher EducationClient EngagementStrategic ConversationsRevenue CycleComplex ClientsMarket Solutions

About the role

Key responsibilities & impact

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
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
Package marketing leading solutions that address client challenges
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education
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
Engage in strategic conversations with C-suite executives and Revenue Cycle teams
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.

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 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
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Stock options
Equipment allowances
Wellness programs