Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

Bank of America•Dallas, TX

About The Position

Bank of America is seeking a highly motivated, self-starting Treasury Sales Client Officer (TSCO) to manage and pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region, while also pursuing prospective clients outside the portfolio. The role positions U.S. and, when appropriate, international treasury solutions—including liquidity management, payments and receipts, trade, foreign exchange, and commercial card services—to meet client needs, combining technology with personalized service. The TSCO works closely with Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists, and other partners across the enterprise. The position includes daily virtual interactions with client contacts and responsibility for sales, client relationships, solution implementation, portfolio performance, and revenue growth. Bank of America describes its workplace as committed to an in-office culture, with role-specific flexibility. This role is a first-shift position with 40 hours per week.

Requirements

At least 3 years of demonstrated success in a treasury or cash management capacity.
Strong business and financial acumen to align with key performance indicators in clients’ treasury operations.
Ability to foster strong partnerships within the core team and build rapport with client contacts.
Ability to manage competing priorities in an organized manner while maintaining client satisfaction.
Broad and deep familiarity with global treasury management products, services, and trends.
Bachelor’s degree or equivalent work experience.

Nice To Haves

Bachelor of Science or Bachelor of Arts in finance, accounting, management, or another undergraduate discipline.
Product and financial acumen.
Ability to influence internal and external stakeholders through strong verbal and written communication and presentation skills.
Ability to interpret and use data to identify trends and opportunities.
Strong organization, prioritization, and ability to balance multiple sales activities.
Deep understanding of bank structure and the operational aspects of global cash management products and services.
Understanding of and adherence to risk guidelines, including identifying, managing, and escalating risk.
Curiosity, courage, knowledge of the bank network, and effective business partnering.
Motivation to continuously improve processes and personal education.
Desire to mentor and sponsor other associates.
Ability and willingness to adopt new technology, including AI.
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 actively pursue treasury revenue streams and product penetration across an assigned Business Banking client portfolio, and pursue prospective clients outside the portfolio.
Lead pricing and client negotiation discussions for treasury management products to optimize relationship profitability and year-over-year revenue growth.
Promote adoption of mobile, digital, and real-time payment solutions.
Lead strategic, client-focused discussions using best practices, peer benchmarking, industry data analytics, and solution positioning.
Participate in the Client Management Process to acquire clients and deepen existing relationships by identifying client needs.
Manage implementation of treasury solutions from start to finish, ensuring a smooth client experience and speed to revenue.
Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparation, and client-facing treasury presentations.
Evaluate treasury solutions using client-focused cost-benefit analysis and bank-focused profitability analysis.
Maintain strong client focus while understanding the bank’s operational needs and the products and services used by clients.
Keep Relationship Managers and other core team members informed about client information, treasury products, and industry knowledge.
Maintain consistent goal achievement and meet performance metrics.
Identify, manage, and escalate risk in accordance with risk guidelines.