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Treasury Sales Officer

Bank of America

Bank of America

Accounting & Finance, Sales & Business Development
Multiple locations
Posted on Saturday, November 18, 2023

Job Description:

This role is responsible for the delivery of integrated treasury solutions to clients/prospects that may be US or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities, as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 5 million to 50 million.  In some cases the TSO will also pursue client prospect opportunities outside of the portfolio.  The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients' needs.  This individual will have daily face-to-face or virtual  interactions with client contacts independently and/or jointly with the Treasury Sales Analyst.

The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio. 

The TSO will be a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.

 The TSO will actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

The TSO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.  This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.    Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.

In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.  The TSO must maintain an open line of communication with core team members such as the Client Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.   Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics. 


• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
• Consults within the Client Management Process (CMP) that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
• Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

Managerial Responsibilities:

• Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
• Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.
• Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions.
• Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization.
• Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Skills:

  • At least 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity

  • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

  • Broad and deep familiarity with global treasury management products, services and trends

  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree is preferred

Desired Skills:

  • Intrinsically motivated to continuously improve processes and/or one's own education

  • Exercises the desire to mentor and sponsor other Associates

  • Certified Treasury Professional certification or equivalent

  • Creativity, futuristic, advocacy

  • Prior treasury sales/corporate banking experience​


1st shift (United States of America)

Hours Per Week: