Bank of America · 3 months ago
Treasury Sales Officer, Non-Bank Financial Institution Segment
Bank of America is dedicated to improving financial lives through meaningful connections. The Senior Treasury Sales Officer will manage treasury management relationships for a complex portfolio of global clients, focusing on responsible growth and client satisfaction while collaborating with various internal teams.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
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 and industry data analytics
Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events
Qualification
Required
Successful history of direct and comprehensive treasury management sales experience
Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Effectively manages risk while balancing the needs of the client, the team, and the bank
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
Broad and deep familiarity with global treasury management products, services and trends
Strong Executive presence both internally/externally with ability to lead C- suite meetings
Minimum 6 years of relevant experience in banking, treasury, and/or finance
Ability to travel approximately 50% of the time
B.S./B.A. degree or equivalent work experience
Preferred
Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments
Certified Treasury Professional certification or equivalent
Benefits
Discretionary incentive eligible
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.
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
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