Treasury Sales Client Officer II

Bank of America

Treasury sales officer managing middle-market cash-management portfolios for Bank of America. Growing revenue, delivering integrated treasury solutions, and advising clients on risk, working capital, and payment digitization.

Posted 8/4/2026full-timeKansas City • Kansas, Montana, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury sales, client relationship management, and strategic planning to drive revenue growth and client satisfaction. Proficient in analyzing data to identify trends and opportunities while ensuring adherence to risk guidelines.

Highest-signal resume keywords

Treasury Sales ExperienceClient Relationship ManagementData AnalysisStrategic PlanningFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Portfolio ManagementRevenue RealizationRisk Guidelines AdherenceGlobal Cash Management ProductsProposal Coordination

Soft Skills

Verbal CommunicationWritten CommunicationInfluencing StakeholdersOrganizational SkillsCuriosity

Industry Keywords

Bank StructureBusiness PartneringClient Escalation ManagementCross-Sell OpportunitiesPayment Digitization

About the role

Key responsibilities & impact

Manage a portfolio of middle-market clients and day-to-day client relationships
Develop measurable strategic plans to foster client expansion
Develop marketing and communication plans
Coordinate complex requests for proposal with Treasury Sales teams
Build partnerships with internal business partners and key client decision makers
Complete account and portfolio business reviews focused on revenue realization
Retain and grow existing revenue and deepen solutions within client relationships
Manage pricing and profitability and conduct direct phone- and web-based client calling
Deliver integrated treasury solutions to clients within an assigned portfolio
Consult on sales opportunities and provide product expertise to client-facing teammates
Coordinate fulfillment requests and relationship review meetings
Identify process inefficiencies, improvements, and relevant industry initiatives
Develop data-driven client insights and presentations addressing risk reduction, working capital, and payment/receipt digitization
Direct service and fulfillment requests to relevant teams and provide timely updates
Maintain client pricing and ensure products and services are billed appropriately
Manage client escalations and identify cross-sell opportunities
Protect and grow revenue

Requirements

What you’ll need

3 years of prior treasury sales experience
Product and financial acumen
Ability to influence internal and external stakeholders through verbal and written communication and presentations
Ability to read and leverage data to identify trends and opportunities
Ability to organize, prioritize, and balance multiple sales activities
Deep understanding of bank structure and global cash management products and services
Understanding of and adherence to risk guidelines
Knowledge of the bank network and effective business partnering
Passionately curious and courageous
B.S. or B.A. in finance, accounting, management, or another undergraduate degree is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace and career development opportunities