Treasury Sales Officer II – Global Payment Solutions, Paytech

Bank of America

Treasury Sales Officer responsible for delivering integrated treasury solutions to financial clients and prospects. Managing treasury revenue streams and enhancing product penetration across assigned portfolios.

Posted 7/30/2026full-timeNew York City • Massachusetts, New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $133,200 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management Sales, focusing on client relationship development and delivering integrated treasury solutions. Proven ability to drive revenue growth and profitability through strategic client engagement and effective negotiation.

Highest-signal resume keywords

Treasury Management Sales ExperienceGlobal Treasury Management Products KnowledgeBusiness Development SkillsExcellent Communication SkillsStrong Negotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Solutions DeliveryCost/Benefit AnalysisPortfolio DevelopmentPricing StrategyProposal DevelopmentData AnalyticsClient-Centric Solution PositioningPayments ModernizationRFP/RFI ResponsesClient-Facing Presentations

Soft Skills

Relationship ManagementCritical ThinkingProblem ResolutionOrganizational SkillsTeam Collaboration

Tools & Technologies

FintechPaytechPayment GatewaysMerchant AcquirersCard NetworksIssuing PlatformsDigital Payment SolutionsMobile Payment Solutions

Industry Keywords

Treasury SolutionsClient Relationship DevelopmentRevenue GrowthProfitability ImprovementClient Satisfaction

About the role

Key responsibilities & impact

This job is responsible for the delivery of integrated treasury solutions to Financial Institution and Government clients and prospects covered by the Global Commercial Bank
Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities
Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs
Lead strategic client dialogue around payments, modernization, industry trends, client-centric issues, best practices, peer benchmarking, data analytics and solution positioning
Act as digital ambassador driving mobile, digital and real time payments adoption
Manage and lead strategic dialogues around key client centric issues
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
Identifying and evaluating treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
Maintains a strong client focus while also understanding the operational aspects of the bank
Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

What you’ll need

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 20% of time including long day and some overnight travel
Successful track record in treasury management sales
Broad and deep familiarity with global treasury management products, services and trends
Knowledge of fintech and Paytech industry, including ecosystem participants such as processors, gateways, merchant acquirers, card networks, wallets, issuing platforms, banks, non-bank financial institutions and technology providers
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
401(k) matching
Flexible work arrangements
Paid time off
Professional development opportunities
Discretionary incentives