Bank of America · 2 weeks ago
Treasury Sales Officer
Washington, DC
Full-time
Onsite
Senior Level
6+ years expBank of America is committed to helping make financial lives better through every connection, emphasizing responsible growth and community impact. The Treasury Sales Officer will engage with healthcare and education clients, providing financial advice and solutions while managing relationships and driving client satisfaction.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Engage with complex Not-For-Profit Healthcare , Private Higher Education and 501c3 clients as their working capital, financial technology and operational advisor
Articulate and understand the healthcare environment with respect to reform and other industry issues – be able to engage in strategic conversation with C suite executives and Revenue Cycle teams
Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etc…
Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc…)
Advise clients on payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
Create a strategic plan to foster growth of existing portfolio and acquisition of new clients
Drive expansion of Solutions Per Relationship (SPR)
Ensure client satisfaction through prompt, high impact engagement and superior service levels. Create ongoing market strategy to sustain successful execution of business objectives
To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical
Qualification
Required
6+ years of prior treasury sales and card solutions experience preferably in healthcare banking /revenue cycle
BA/BS Degree or equivalent work experience
Excellent communication (verbal and written) and presentation skills
Excellent sales, negotiation and advisory skills
Strong time management, organizational and planning skills
Strong partnering skills
Experience navigating large matrixed banking environment
Strong command of Treasury products
Ability to manage clients across a geography
Ability to manage multiple priorities
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
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
2026-01-24
2026-01-23
2026-01-23
Company data provided by crunchbase