Treasury Sales Client Officer (TSCO) - Large Corporate Sales

Bank of America • Miami, NY

20h • $107,000 - $133,500 • Onsite

About The Position

At Bank of America, the Treasury Sales Client Officer (TSCO) manages and aggressively grows treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in Large Corporate sectors. Reporting to the Head of US Treasury Sales Client Officers, the TSCO works with Corporate Bankers and partners across liquidity, investment, payments, receivables, foreign exchange, card, trade, and service teams to deliver customized working-capital and treasury solutions that meet client objectives.

The role covers global and US domestic large corporate clients across multiple industry verticals. It includes client planning and calling, portfolio development, pricing strategy, and developing and delivering proposals and presentations. Client partnership is primarily virtual. The TSCO provides treasury expertise and thought leadership, understands global cash-management products and bank operations, identifies efficiency opportunities, and brings client feedback to product partners and the wider enterprise. The TSCO also builds strong internal partnerships, shares ideas and best practices, keeps product and market knowledge current, and owns ad hoc projects.

This position is based at Bank of America Tower in New York, NY, and is a first-shift role with a 40-hour workweek. The role requires at least 2% travel. The stated annual pay range is $107,000–$133,500, with offers determined by experience, education, and skill set. It is eligible for an annual discretionary incentive plan and benefits.

Requirements

• At least 3 years of experience in a comparable role, such as TSA or TSO.
• Ability to travel at least 2% of the time.
• Successful history of direct treasury-management sales experience with US domestic and global solutions, including 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 and written communication and presentation skills.
• Proven negotiation and active-listening skills, with strong executive presence.
• Ability to build sincere rapport with client contacts and strong partnerships within the core team.
• Ability to manage competing priorities in an organized fashion while maintaining consistent client satisfaction.
• Strong interpersonal skills and appropriate financial acumen.
• Collaborative, engaged approach; ability to work effectively with diverse perspectives, communicate and share knowledge, adapt to change, and give and receive feedback.

Nice To Haves

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• Motivation to continuously improve processes and one's own education.
• Ability to lead small groups and effectively delegate tasks.
• Desire to mentor and sponsor other associates.
• Certified Treasury Professional certification or equivalent.
• Multilingual skills.
• Experience covering global corporations in a comparable role.

Responsibilities

• Manage and grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in Large Corporate sectors.
• Develop and manage relationships with global and US domestic large corporate clients across industry verticals.
• Partner with Corporate Bankers and liquidity, investment, payments, receivables, foreign exchange, card, trade, and service partners to present customized working-capital and treasury solutions.
• Lead client planning and calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Maintain strong client focus and partnership, primarily through virtual interactions.
• Provide treasury expertise and thought leadership, with broad understanding of global cash-management products, services, and operational aspects.
• Identify opportunities for efficiency and deliver client feedback to product partners and across the enterprise.
• Build strong working relationships with partners and share ideas and best practices within the GPS Sales team.
• Keep product knowledge current and stay informed about evolving solutions, business-partner trends, markets, and industry developments.
• Own ad hoc projects.

Benefits

• Benefits eligibility.
• Paid time off.
• Access to resources and support for employee well-being.
• Annual discretionary incentive plan eligibility; awards are based on individual performance and behaviors, line-of-business or group contributions, and overall company success.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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