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Treasury Sales Client Officer

Bank of America

Bank of America

Accounting & Finance, Sales & Business Development
Boston, MA, USA · United States · Remote
Posted on Jul 3, 2025

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:


This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

This TSCO role is will cover a broad range of middle market companies in the norther New England market. This role directly manages day to day relationships with clients while retaining and growing existing GPS revenue while building opportunities to deepen relationships.

  • Manage the day to day treasury sales effort for the client relationship

  • Build trust with the client and expand existing relationship through at least semi-annual calling

  • Maintain a strong working relationship with the client team

  • Identify cross-sell opportunities through account analysis & regular client interaction

  • Manage client escalations and keep internal team informed

  • Protect and grow revenue

Job Qualifications:

  • Bachelor’s degree or equivalent work experience

  • Minimum 3+ years of treasury analytics or cash management sales

  • Experience working with Commercial Banking clients

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities

  • A deep understanding of bank structure and the operational aspects of global cash management products and services

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Oral Communications

  • Presentation Skills

  • Client Solutions Advisory

  • Critical Thinking

  • Portfolio Analysis

  • Problem Solving

  • Relationship Building

  • Active Listening

  • Coaching

  • Collaboration

  • Prioritization

  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40