Treasury Sales Client Officer II – Global Payment Solutions

Bank of America

Treasury Sales Client Officer managing a portfolio of clients at Bank of America. Developing strategic plans for expansion, marketing, and client relationship management with a strong focus on revenue growth.

Posted 7/31/2026full-timeLake Oswego • Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $107,000 - $133,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client portfolios and developing strategic marketing plans to drive revenue growth. Proficient in leveraging data insights and effective communication to enhance client relationships and identify new business opportunities.

Highest-signal resume keywords

Treasury Sales ExperienceStrategic PlanningData AnalysisClient Relationship ManagementRisk Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AcumenGlobal Cash ManagementRevenue RealizationProposal CoordinationMarket Analysis

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsInfluencing Skills

Industry Keywords

Bank StructureOperational AspectsRisk GuidelinesBusiness PartneringClient Expectations

About the role

Key responsibilities & impact

managing a portfolio of clients
developing measurable strategic plans to foster expansion
developing effective marketing and communication plans
ensuring bank product offerings and service support meets client expectations
serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams
building partnerships with business partners and key client decision makers
completing portfolio business reviews with a focus on revenue realization
retaining and growing existing revenue
seeking opportunities to deepen solutions per relationship
managing pricing & profitability
directing phone/web-based client calling
coordinating regular relationship review meetings with the client team
looking at any process inefficiencies, improvements and industry initiatives that would benefit the client
Drives revenue and profitability growth by identifying new opportunities
supporting clients with both strategic and tactical needs within the region of coverage
developing data driven insights and presentations for clients

Requirements

What you’ll need

5 years of prior treasury sales experience
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to employees