Bank of America · 5 days ago
Treasury Sales Officer I
Greater Houston
Full-time
Onsite
Mid LevelBank of America is committed to helping financial lives better through every connection. The Treasury Sales Officer I will be responsible for delivering integrated treasury solutions, managing treasury revenue streams, and collaborating with client-facing teammates to meet client needs.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Participates actively in the Client Management Process (CMP), focusing 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, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients
The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships
The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG 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
Qualification
Required
Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
Authentic and Passionate: 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
Innovative and Curious: 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
Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills
Proven business development and relationship management skills with a corporate client set
Excellent critical/strategic thinking and problem resolution skills
Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
Ability to demonstrate creative thinking while adhering to guidelines
Strong business/financial acumen
Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients
Strong time management and prioritization skills
Ability to effectively manage 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 supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
Strong executive presence both internally/externally
Preferred
Intrinsically motivated to continuously improve processes and/or one's own education
Ability to lead small groups while effectively delegating tasks
Exercises the desire to mentor and sponsor other Associates
Certified Treasury Professional certification or equivalent
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
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
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-13
Company data provided by crunchbase