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Bank of America

Runs a US consumer bank, brokerage and investment bank

Treasury Advisory Executive

TreasuryConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Seven to ten years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment.
  • Ability to travel up to 30% of the time.
  • Demonstrated experience advising clients or senior stakeholders on treasury strategy and operations.
  • Strong understanding of corporate treasury principles, operating models, and processes.
  • Ability to translate complex issues into actionable insights using analytical and problem-solving skills.
  • Advanced communication and interpersonal skills to influence senior stakeholders.
  • Strong presentation and thought leadership capabilities.

Responsibilities

  • Manage client engagements and reviews, account management, complex deals, and emerging solution opportunities with clients to grow market share through deal support.
  • Represent the bank at key industry events, lead consultative discussions at multiple levels of the organization, and provide product-line expertise.
  • Assist banking-line partners in understanding treasury management and product risk, and ensure applicable policies are applied through the sales cycle.
  • Manage the strategy and tactical execution of segment initiatives across major lines of business, driving collaboration between product, sales, and client relationship teams.
  • Identify and develop responses to emerging product trends, competitive strategies, and market gaps.
  • Develop and implement programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies.
  • Act as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.

Desired Qualifications

  • Familiarity with treasury technology landscapes, including enterprise resource planning (ERP) and Treasury Management Systems (TMS).
  • Understanding of treasury-related regulatory environments and market practices.
  • Relevant professional certifications such as CTP, CPA, or CGMA.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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