Treasury Sales Client Officer II (East)

Bank of America • Boston, MA

8d • $107,000 - $133,500 • Onsite

About The Position

The Healthcare, Higher Education and Not-for-profit Treasury Sales Client Officer serves as the primary interface for a portfolio of high-revenue, complex Treasury clients. The role acts as a comprehensive project manager focused on accelerating revenue realization and delivering integrated treasury, cash management, card, merchant, and deposit solutions across the full project scope. It requires independent judgment, discretion in resolving escalations, operational excellence, process improvement, and disciplined execution of assigned projects.

The officer partners with client-facing teammates on sales opportunities, applies product and subsector expertise, and develops data-driven client insights and recommendations. The role serves as a single point of contact through implementation and testing, coordinates internal and external stakeholders, tracks project plans and action items, and validates services against client expectations before handing the relationship off to Client Services. The position is based at one of the listed Bank of America locations in Boston, New York, or McLean. It is a first-shift role with a 40-hour workweek. The posted annual salary range is $107,000–$133,500, with offers based on experience, education, and skill set. The position is eligible for an annual discretionary incentive plan and company benefits.

Requirements

• At least 3 years of prior treasury sales experience.
• Product and financial acumen.
• Proven ability to lead complex projects from inception through completion, align diverse stakeholders, and deliver within established deadlines and budgets.
• Ability to interact with and influence internal and external stakeholders using strong verbal and written communication and presentation skills.
• Ability to interpret and leverage data to identify trends and opportunities proactively.
• Strong ability to organize, prioritize, and balance multiple sales activities.
• Deep understanding of bank structure and operational aspects of global cash management products and services.
• Understanding of and adherence to risk guidelines, including identifying, managing, and escalating risk to grow the business responsibly.
• Curiosity, courage, knowledge of the bank network, and effective business partnering.

Nice To Haves

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• For-profit, not-for-profit, higher education, or healthcare banking or revenue cycle experience.

Responsibilities

• Deliver integrated treasury solutions to clients across the full project scope.
• Partner with client-facing teammates to consult on sales opportunities and provide product expertise and consultation.
• Maintain client focus, treasury and client subsector expertise, and a broad understanding of the bank's structure.
• Develop data-driven insights and client presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts.
• Participate in the Client Management Process to develop relationships, grow new client relationships, and deepen existing ones by identifying client needs.
• Direct service and fulfillment requests and queries to relevant teams, respond to client and partner requests promptly, and keep stakeholders updated on progress.
• Identify cross-sell opportunities through scope expansions arising from client interactions.
• Serve as the client's single point of contact through implementation and testing of multiple products, bridging project plans across payment solutions and fulfillment teams.
• Facilitate internal and external client calls to address implementation requests and support successful completion.
• Leverage stakeholders to improve processes, drive operational excellence, complete client projects, and resolve product setup escalations.
• Troubleshoot, research, and respond to internal client team requests; resolve complex escalations using sound judgment.
• Use project management disciplines to keep projects on track for client delivery dates, document meeting discussions, plans, and action items, and distribute updates to clients and the core team.
• Validate that services meet client expectations after implementation and ensure a smooth handoff to Client Services.

Benefits

• Industry-leading benefits.
• Paid time off.
• Resources and support for employees.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance, and company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed