Treasury Sales Officer II

Posted 20 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
133K-235K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
Manages and grows treasury revenue across a portfolio of large corporate healthcare clients. Develops client plans, leads relationship and solution sales, delivers customized liquidity, payments, foreign exchange, trade, and working-capital solutions, and partners cross-functionally to meet client objectives. Responsibilities include pricing, proposals, presentations, treasury reviews, thought leadership, client calling, portfolio development, and special projects.
Summary Generated by Built In

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group.  They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives

  • The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Healthcare clients, across subsectors of Pharma, Med-tech and healthcare payers.

  • The TSO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery.

  • The TSO will maintain an intense client focus & client partnership. Deliver treasury industry expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency.  

  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   

  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

  •  The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves. 

  • Participate in and lead solution/capabilities demonstrations, deep dive treasury reviews, conference participation, speaking at events and producing social media industry & thought leadership content.

  • Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise.

  • Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team

  • Own special projects , that will deliver efficiency for the Bank and our clients.

Required Qualifications:

  • Minimum of eight years Treasury Management Sales experience

  • Demonstrates willingness to travel at least 50% of the time

  • Demonstrates direct and comprehensive treasury and cash management sales experience

  • Applies expertise in global treasury management products, services and trends to effectively identify, evaluate and articulate solutions and concepts

  • Maintains client satisfaction by balancing competing priorities

  • Builds strong relationships and manages risks through effective collaboration with clients and teams

  • Displays strong executive presence

  • Demonstrates confidence in driving the agendas with Treasurers, Assistant Treasurers and Operations Leaders

  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

  • Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to 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/ written communication and presentation skills

  • Proven negotiation and active listening skills with strong executive presence

  • 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

Desired Qualifications:

  • Bachelor’s degree or equivalent work experience

  • Agility – Keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements, which enables you to bring forward-looking ideas to clients

  • Cross-functional Collaboration- ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe, to deliver positive client outcomes.

  • Executive Presence – ability to navigate discussions with senior client contacts, influence, and build strong relationships

  • Data-driven mindset – comfortable reading and leveraging data analytics to delver valuable insights to clients

Skills:

  • Account Management

  • Business Development

  • Client Management

  • Client Solutions Advisory

  • Customer and Client Focus

  • Critical Thinking

  • Portfolio Analysis

  • Presentation Skills

  • Relationship Building

  • Sales Strategy

  • Coaching

  • Collaboration

  • Oral Communications

  • Prioritization

  • Prospecting

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range$133,200.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Skills Required

  • Minimum eight years of Treasury Management Sales experience
  • Direct and comprehensive treasury and cash management sales experience
  • Experience with global treasury management products, services, and trends
  • Experience with US domestic and global treasury solutions, including liquidity strategies, foreign exchange, and trade
  • Proven business development and relationship management skills with corporate clients
  • Excellent verbal, written communication, and presentation skills
  • Proven negotiation and active listening skills with strong executive presence
  • Ability to build and maintain strong client and internal partner relationships
  • Ability to manage competing priorities while maintaining client satisfaction
  • Ability to collaborate across Product, Credit, Servicing, and global coverage teams
  • Bachelor's degree or equivalent work experience
  • Ability to leverage data analytics to deliver client insights

Bank of America Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.

  • Healthcare Strength Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
  • Parental & Family Support New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
  • Equity Value & Accessibility Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.

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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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