Director, Treasury Sales Officer

Bank of America•Boston, MA

1d•$133,200 - $235,000•Onsite

About The Position

At Bank of America, the Treasury Sales Officer (TSO) manages and aggressively grows treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in the Global Large Corporate Healthcare Group, including clients in the pharmaceutical, medical technology, and healthcare payer subsectors. The TSO partners with Corporate Bankers and specialists across liquidity, investment, payments, receivables, foreign exchange, card, trade, and service teams to deliver customized working capital and treasury solutions aligned with client objectives. The role is accountable for responsible revenue growth, client planning and calling, portfolio development, pricing strategy, and the creation and delivery of proposals and presentations. The TSO brings treasury industry expertise, thought leadership, subsector knowledge, and an understanding of global cash management products and bank operations to identify opportunities and support client efficiency. The position also involves leading solution demonstrations and treasury reviews, participating in conferences and events, producing industry and thought-leadership content, sharing client feedback with product partners, maintaining current product and market knowledge, building internal partnerships, and owning special projects that improve efficiency for the Bank and its clients. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is listed for locations in San Francisco, Chicago, Boston, and New York, and may be filled as a VP. The listed schedule is first shift, 40 hours per week, with travel of at least 50% required. The annualized pay range is $133,200 to $235,000, with offers based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

Requirements

Minimum of 8 years of Treasury Management Sales experience.
Willingness to travel at least 50% of the time.
Direct and comprehensive treasury and cash management sales experience.
Expertise in global treasury management products, services, and trends, with the ability to identify, evaluate, and articulate solutions and concepts.
Ability to maintain client satisfaction while balancing competing priorities.
Ability to build strong relationships and manage risks through effective collaboration with clients and teams.
Strong executive presence and confidence driving discussions with Treasurers, Assistant Treasurers, and Operations Leaders.
Successful history of direct treasury management sales to corporate clients, including US domestic and global solutions such as liquidity strategies, foreign exchange, and trade.
Broad and deep familiarity with global treasury management products, services, and trends.
Proven business development and relationship management skills with a corporate client set.
Excellent verbal, written communication, and presentation skills.
Proven negotiation and active listening skills.
Ability to build strong partnerships within the core team and sincere rapport with client contacts.
Ability to manage competing priorities in an organized fashion while maintaining client satisfaction.
Collaborative, engaged approach; openness to diverse perspectives, feedback, change, and continuous learning.

Nice To Haves

Bachelor’s degree or equivalent work experience.
Ability to keep abreast of evolving healthcare trends, the macroeconomic landscape, and technological advancements and bring forward-looking ideas to clients.
Ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe to deliver positive client outcomes.
Ability to navigate discussions with senior client contacts, influence them, and build strong relationships.
Data-driven mindset and comfort reading and leveraging data analytics to deliver insights to clients.

Responsibilities

Manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective global large corporate healthcare clients.
Partner with corporate bankers and product and service partners to present customized working capital and treasury solutions.
Manage client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
Maintain strong client partnerships and provide treasury industry expertise, thought leadership, subsector expertise, and knowledge of global cash management products and bank operations.
Participate in and lead solution and capabilities demonstrations and in-depth treasury reviews; participate in conferences, speak at events, and produce social media industry and thought-leadership content.
Broaden product knowledge and stay current on evolving solutions, business partner and market trends, and industry updates.
Represent the voice of the client to product partners and across the enterprise.
Build strong working relationships with partners and share ideas and best practices within the GPS Sales team.
Own special projects intended to improve efficiency for the Bank and its clients.