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Bank of America

Runs a US consumer bank, brokerage and investment bank

Treasury Sales Client Officer - Tsco, Large Corporate Sales

Account ManagementUpdated on Nov 11
Full-time

About the Job

Requirements

  • A minimum of 3 years of relevant treasury sales experience, such as as a Treasury Sales Associate, Treasury Sales Officer, or comparable client-facing role.
  • Demonstrated success in treasury management sales, business development, and relationship management with corporate clients.
  • Experience with U.S. domestic and global treasury solutions, including liquidity, payments, foreign exchange, trade finance, and working capital.
  • A strong understanding of treasury management products, services, industry trends, and corporate treasury needs.
  • Ability to deliver compelling presentations and engage confidently with senior-level clients through verbal and written communication.
  • Strong negotiation, listening, relationship-building, and influencing skills.
  • Ability to manage multiple priorities while maintaining responsiveness and client satisfaction.
  • Ability to build partnerships across product, banking, service, and sales teams.
  • Intellectual curiosity and willingness to challenge conventional thinking, embrace change, and identify new client solutions.
  • Ability to travel approximately 2% of the time.

Responsibilities

  • Manage and grow a portfolio of large U.S. and global corporate clients, with responsibility for treasury revenue, profitability, and overall relationship development.
  • Advise clients on opportunities to improve liquidity, working capital, cash management, payments, receivables, foreign exchange, trade, and commercial card strategies.
  • Partner with Corporate Bankers and specialists across Liquidity, Payments, Receivables, Foreign Exchange, Card, Trade, and Service to deliver integrated solutions tailored to client needs.
  • Develop and execute strategic client plans, including client engagement, pipeline development, pricing strategy, proposals, and executive-level presentations.
  • Build relationships with treasury and finance stakeholders while delivering insight, thought leadership, and client service.
  • Stay current on treasury technologies, market trends, industry developments, and emerging client needs.
  • Bring client feedback to product and business partners to help shape solutions and identify areas for improvement.
  • Collaborate across the Global Payments Solutions sales organization, sharing ideas, market insights, and best practices.
  • Contribute to strategic initiatives and special projects that support the broader business.

Desired Qualifications

  • A bachelor's degree in finance, accounting, business, management, or a related field.
  • Certified Treasury Professional (CTP) certification or equivalent treasury expertise.
  • Experience covering large global corporations in a comparable treasury sales role.
  • Interest in continuous learning and professional development.
  • Experience mentoring or developing junior team members.
  • Ability to lead small teams or initiatives and delegate responsibilities.
  • Multilingual capabilities.

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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