Treasury Sales Client Officer (TSCO) - Large Corporate Sales

Bank of America • Miami, FL

22h • $107,000 - $133,500 • Onsite

About The Position

Bank of America is seeking a strategic, client-focused Treasury Sales professional to manage and grow relationships with Fortune 500 and other large corporate clients. The role combines relationship management, strategic selling, financial expertise, and technology to develop customized treasury and working capital solutions. The Treasury Sales Client Officer is responsible for treasury revenue, profitability, and overall relationship development across a portfolio of large U.S. and global corporate clients.

The position serves as a trusted treasury advisor, helping clients improve liquidity, working capital, cash management, payments, receivables, foreign exchange, trade, and commercial card strategies. The officer partners with Corporate Bankers and specialists across product and service areas, develops strategic client plans, and shares client insights with product and business partners. The role reports to the Head of U.S. Treasury Sales Client Officers.

The position is based at Bank of America Tower in New York, NY. The role is first shift, 40 hours per week, and involves approximately 2% travel, with most client engagement conducted virtually. The annual salary range is $107,000 to $133,500, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

Requirements

• At least 3 years of relevant treasury sales experience, such as Treasury Sales Associate, Treasury Sales Officer, or a 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.
• Strong understanding of treasury management products, services, industry trends, and corporate treasury needs.
• Excellent verbal and written communication skills, including the ability to deliver compelling presentations and engage confidently with senior-level clients.
• Strong negotiation, listening, relationship-building, and influencing skills.
• Ability to manage multiple priorities while maintaining responsiveness and client satisfaction.
• Collaborative mindset and ability to build partnerships across product, banking, service, and sales teams.
• Intellectual curiosity and willingness to challenge conventional thinking, embrace change, and identify new solutions for clients.
• Ability to travel approximately 2% of the time; most client engagement is conducted virtually.

Nice To Haves

• 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.
• Strong interest in continuous learning and professional development.
• Experience mentoring or developing junior team members.
• Ability to lead small teams or initiatives and effectively delegate responsibilities.
• Multilingual capabilities.

Responsibilities

• Manage and grow a portfolio of large U.S. and global corporate clients, with responsibility for treasury revenue, profitability, and overall relationship development.
• Serve as a trusted treasury advisor, helping clients identify 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 strong relationships with treasury and finance stakeholders while delivering insight, thought leadership, and a high level of client service.
• Stay current on treasury technologies, market trends, industry developments, and emerging client needs.
• Bring the voice of the client 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.

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 behaviors, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

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