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Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

Bank of America

Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

full-timePosted: Jul 31, 2026Updated: Aug 28, 2026US - OR - Lake Oswego - 4004 Kruse way Pl (OR9004)

Job Description

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 Description: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.Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client. Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structureDrives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverageDevelops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needsBuilds relationships with internal business partners and key client decision makers and completes account/portfolio business reviewsEnsures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progressMaintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informedIdentifies cross-sell opportunities through account analysis & regular client interactionManages client escalations and keep internal team informedProtects and grows revenueJob Qualifications:5 years of prior treasury sales experienceProduct and financial acumenAbility to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skillsAbility to read and leverage data to proactively identify trends and opportunitiesStrong ability to organize, prioritize and balance multiple sales activitiesA deep understanding of bank structure and the operational aspects of global cash management products and servicesUnderstanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsiblyPassionately curious, courageous, knowledge of bank network and effective business partneringDesired Qualifications:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeSkills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsClient Solutions AdvisoryCritical ThinkingPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningCoachingCollaborationPrioritizationWritten CommunicationsMinimum Education Requirement: Bachelor’s Degree or Equivalent Work ExperienceFor internal employees; participation in a work from home posture does not make you ineligible to post.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$107,000.00 - $133,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

Locations

  • US - OR - Lake Oswego - 4004 Kruse way Pl (OR9004)
  • Portland
  • Seattle

Skills Required

  • bank networkintermediate

Required Qualifications

  • 5 years of prior treasury sales experience (experience, 5 years)
  • Product and financial acumen (experience)
  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills (experience)
  • Ability to read and leverage data to proactively identify trends and opportunities (experience)
  • Strong ability to organize, prioritize and balance multiple sales activities (experience)
  • A deep understanding of bank structure and the operational aspects of global cash management products and services (experience)
  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly (experience)
  • Passionately curious, courageous, knowledge of bank network and effective business partnering (experience)
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree (degree in b)

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