Treasury Sales Client Officer II

Bank of America

Bank of America

Accounting & Finance, Sales & Business Development
Charlotte, NC, USA · Atlanta, GA, USA · United States · Remote
Posted on Wednesday, May 29, 2024

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.

We are looking for a Treasury Sales Client Officer (TSCO) for Global Commercial Bank clients. This TSCO will coordinate their client activities with global and regional support partners, as required, to ensure that both client and bank objectives are effectively met.

To be successful in the role, the TSCO must maintain a strong client focus, and must build a strong internal network across the region. The TSCO will be required to manage multiple competing priorities with an understanding of the bank, the operational aspects of the products and services, and the key risks to the institution.


  • Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure

  • Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage

  • Develops 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 needs

  • Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews

  • Ensures 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 progress

  • Maintains 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 informed

  • Manage and grow an existing portfolio of commercial banking clients with low/medium complexity for Global Treasury related solutions

  • Act as the main client coverage for Global Treasury related needs, facilitating all aspects of the client and bank requirements including Implementation and Client Service coordination, pricing and billing changes and client selection

  • To be successful in the role, TSCO must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

  • Schedule and perform client portfolio reviews, and cross sell Treasury products and services

  • Leverage tools, systems and resources to ensure appropriate understanding and ensure accuracy within these client relationships and the wider portfolio

  • Respond to all client and partner phone/email requests in a timely manner and keep stakeholders up-to-date on progress

  • Clear any implementation obstacles in order to maintain client momentum and speed time to revenue

  • Review competitive and client data to compare pricing across a portfolio to maintain optimal profitability

  • Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.

  • Demonstrate knowledge of all treasury management products to recognize opportunities for efficiency

Desired Qualifications:

  • 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


  • Account Management

  • Client Management

  • Customer and Client Focus

  • Oral Communications

  • Presentation Skills

  • Client Solutions Advisory

  • Critical Thinking

  • Portfolio Analysis

  • Problem Solving

  • Relationship Building

  • Active Listening

  • Coaching

  • Collaboration

  • Prioritization

  • Written Communications


1st shift (United States of America)

Hours Per Week: