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

Bank of America

Treasury Sales Officer developing and executing treasury solutions for Healthcare and Higher Education sectors. Engaging C-suite executives and managing complex client relationships to drive revenue growth.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales, with a strong focus on client relationship management and business development within the Not-For-Profit Healthcare and Private Higher Education sectors. Proven ability to drive revenue growth and effectively communicate complex financial solutions to diverse stakeholders.

Highest-signal resume keywords

Treasury Management Sales ExperienceClient Relationship ManagementBusiness Development SkillsExcellent Communication SkillsStrategic Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ProductsFinancial TechnologyRevenue Growth StrategiesPortfolio DevelopmentRFP ResponsesClient PresentationsData AnalyticsSolution PositioningRisk Management

Soft Skills

Negotiation SkillsActive ListeningExecutive PresenceProblem ResolutionOrganizational Skills

Industry Keywords

Not-For-ProfitHealthcarePrivate Higher EducationClient Centric IssuesIndustry TrendsPeer BenchmarkingClient Satisfaction

About the role

Key responsibilities & impact

Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
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
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
Proactively create impactful client/prospect events centered on industry trends

Requirements

What you’ll need

5 years of Treasury Sales Officer Experience
Ability to Travel between up to 10% 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
401(k) matching
Paid time off
Flexible working hours