B

Bank of America

Runs a US consumer bank, brokerage and investment bank

Treasury Sales Client Officer - Treasury Sales Client Officers, Large Corporate Sales

Full-TimePosted on 10/21/2026
$107k - $133.5k/yr+ Annual discretionary incentive
Mid
Bachelor's, Bachelor of Science (BS)
Houston, TX, USA+4 moreMore locations: Miami, FL, USA | Dallas, TX, USA | Charlotte, NC, USA | New York, NY, USA
In PersonIn-office culture; at least 2% travel. Most client calling is virtual.
Sales & Account ManagementAccount Management

About the job

Requirements
  • A minimum of 3 years of experience in a comparable role, such as a Treasury Sales Associate or Treasury Sales Officer role.
  • Ability to travel at least 2% of the time.
  • Proven business development and relationship management skills with corporate clients.
  • Verbal and written communication and presentation skills.
  • Negotiation and active listening skills with executive presence.
  • Ability to foster partnerships within the core team and build rapport with client contacts.
  • Ability to manage competing priorities in an organized manner while maintaining client satisfaction.
  • Direct treasury management sales experience with U.S. domestic and global solutions, including liquidity strategies, foreign exchange, and trade.
  • Broad familiarity with global treasury management products, services, and trends.
  • Account management, client management, customer and client focus, oral communications, presentation skills, client solutions advisory, critical thinking, portfolio analysis, problem solving, relationship building, active listening, coaching, collaboration, prioritization, and written communications.
Responsibilities
  • Manage and grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in Large Corporate sectors.
  • Partner with corporate bankers and liquidity, investment, payments, receivables, foreign exchange, card, trade, and service partners to present customized working capital and treasury solutions that meet client objectives.
  • Manage and grow treasury revenue across a portfolio of global and U.S. domestic large corporate clients in different industry verticals.
  • Own responsible revenue growth, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
  • Maintain client focus and partnerships, primarily through virtual interaction, and provide treasury expertise, thought leadership, and understanding of bank structure and the operational aspects of global cash management products and services to identify efficiency opportunities.
  • Broaden product knowledge and remain current on evolving solutions, business partner and market trends, and industry updates; communicate client feedback to product partners and across the enterprise.
  • Develop working relationships with partners and share ideas and best practices within the GPS Sales team.
  • Own ad hoc projects.
Desired Qualifications
  • A B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
  • Motivation to continuously improve processes and personal education.
  • Ability to lead small groups and delegate tasks effectively.
  • Desire to mentor and sponsor other associates.
  • Certified Treasury Professional certification or equivalent.
  • Multilingual skills.
  • Experience covering global corporations in a comparable role.

About the company

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, North Carolina

Founded

1904

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Simplify's Take

What believers are saying

  • Profits are climbing: net income rose 27% to $9.1 billion in the June 2026 quarter on trading and dealmaking.
  • Tech careers have budget behind them: $4 billion of Bank of America's $13 billion yearly tech spend funds new initiatives.
  • Cheap funding cushions profits: $530 billion of its $2.03 trillion in deposits paid no interest at June 2026.

What critics are saying

  • Falling rates pinch lending profit: lower rates partly offset its 9% rise in interest income in the June 2026 quarter.
  • AI is reshaping jobs: over 200,000 employees use AI tools, sending 400,000-plus prompts daily as of July 2026.
  • Succession remains open: CEO Brian Moynihan plans to stay through decade's end after a December 2025 executive shake-up.

What makes Bank of America unique

  • Small firms bank here: it serves 4 million small businesses and calls itself the top US small business lender.
  • Wealth management is a second engine: Merrill, its brokerage, and the Private Bank oversee about $4.9 trillion in client balances.
  • Customers use its chatbot at scale: virtual assistant Erica has logged over 3 billion client interactions since 2018.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Paid Vacation
  • Paid Sick Leave
  • Flexible Work Hours
  • Remote Work Options
  • Professional Development Budget
  • Conference Attendance Budget

Growth & Insights and Company News

6 month growth

6%

1 year growth

-1%

2 year growth

-1%
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