Treasury Sales Officer II – Global Payment Solutions, FIG, Financial Institutions, Governments, Insurance & Speciality Finance

Bank of America

Treasury Sales Officer delivering global payment, liquidity, and cash-management solutions to insurance and specialty finance clients. Driving revenue, portfolio growth, pricing, and strategic client relationships at Bank of America.

Posted 8/25/2026full-timeChicago • Illinois, New York • 🇺🇸 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 Sales, focusing on client engagement, revenue growth, and customized treasury solutions. Proven ability to manage complex client relationships and drive strategic initiatives in a fast-paced environment.

Highest-signal resume keywords

Treasury Sales Officer ExperienceGlobal Treasury Management ProductsBusiness Development SkillsNegotiation SkillsCertified Treasury Professional (CTP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management SalesCost/Benefit AnalysisPortfolio DevelopmentPricing StrategyClient-Facing Presentations

Soft Skills

Excellent Communication SkillsStrategic ThinkingProblem Resolution SkillsStrong Executive PresenceAbility to Manage Competing Priorities

Tools & Technologies

Digital PaymentsReal-Time PaymentsClient Relationship Management Tools

Certifications & Qualifications

Certified Treasury Professional (CTP)MBA or Equivalent

Industry Keywords

International Cash ManagementCard SolutionsTrade & Supply Chain FinanceFinancial AcumenClient Satisfaction

About the role

Key responsibilities & impact

Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deal closing, and emerging solution opportunities
Participate as the product sales or industry expert in client calls
Identify opportunities and influence solutions for strategic clients
Drive collaboration among product, sales, and client relationship teams
Deliver integrated treasury solutions to non-bank financial institution, insurance, and specialty finance clients and prospects
Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio
Partner with client-facing teammates to consult on sales opportunities
Drive adoption of mobile, digital, and real-time payments as a digital ambassador
Lead strategic dialogues on client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning
Manage revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
Drive revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery
Develop new client relationships and deepen existing relationships by identifying client needs
Ensure responsible revenue and balance-sheet growth and profitability improvement
Partner with bankers and product specialists across the enterprise to develop customized treasury solutions
Lead pricing and negotiation discussions to optimize relationship profitability and year-over-year growth
Coach and mentor Treasury Analysts
Work 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 up to 20% of the 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
Proven business development and relationship management skills with complex clients
Excellent verbal, written communication, and presentation skills
Proven negotiation and active listening skills; strong executive presence
Critical and strategic thinking and problem-resolution skills
Strong business and financial acumen
Ability to maneuver through the enterprise, engage partners, and escalate as needed
Ability to foster strong partnerships within the core team
Ability to manage competing priorities while maintaining high client satisfaction
Ability to work independently and as a close team member in a fast-paced environment
Ability to effectively manage risk while balancing client, team, and bank needs
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
Desired: B.S. or B.A. in finance, accounting, management, or another undergraduate field
Desired: Certified Treasury Professional (CTP) certification or equivalent
Desired: MBA or equivalent
Desired: International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact