Treasury Sales Client Officer II - Global Payment Solutions - Middle Market

Bank of America•Town of Mount Pleasant, NY

About The Position

The Treasury Sales Client Officer II manages day-to-day relationships with Middle Market clients and delivers integrated treasury solutions to clients in an assigned portfolio. This hybrid junior sales and treasury associate role focuses on retaining and growing revenue, deepening product penetration, managing pricing and profitability, and supporting clients’ strategic and tactical needs. The officer partners with client-facing teammates on sales opportunities and provides treasury product expertise and consultation to develop solutions that meet client and prospect objectives. The role coordinates relationship review meetings and fulfillment requests, identifies process improvements and relevant industry initiatives, and develops data-driven insights and presentations. Recommendations may address risk reduction, working capital improvement, and digitization of payments and receipts. The officer builds relationships with internal business partners and client decision makers, supports the Client Management Process, and completes account and portfolio business reviews with a focus on revenue realization. The position also involves directing service and fulfillment requests to the appropriate teams, responding to client and partner requests in a timely manner, keeping stakeholders informed, maintaining client pricing, ensuring products and services are billed correctly, and managing escalations. The officer uses account analysis and regular client interactions to identify cross-sell opportunities while protecting and growing revenue.

Requirements

Three years of prior treasury sales experience.
Product and financial acumen.
Ability to influence internal and external stakeholders through strong verbal and written communication and presentation skills.
Ability to interpret and leverage data to proactively identify trends and opportunities.
Strong ability to organize, prioritize, and 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 the ability to identify, manage, and escalate risk.
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.

Responsibilities

Manage day-to-day relationships with Middle Market clients in an assigned portfolio.
Retain and grow existing revenue, deepen solutions within client relationships, and manage pricing and profitability.
Deliver integrated treasury solutions and provide product expertise and consultation to client-facing teammates and clients.
Actively manage and pursue treasury revenue streams and increase product penetration across the assigned portfolio.
Coordinate regular relationship review meetings with the client team and identify process inefficiencies, improvements, and relevant industry initiatives.
Develop data-driven client insights and presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts.
Participate in the Client Management Process to develop relationships and identify client needs.
Build relationships with internal business partners and key client decision makers, and complete account and portfolio business reviews.
Direct service and fulfillment requests to appropriate teams, respond promptly to client and partner requests, and keep stakeholders informed.
Maintain client pricing, ensure products and services are billed accordingly, and manage client escalations while informing the internal team.
Identify cross-sell opportunities through account analysis and regular client interaction.
Protect and grow revenue.