Treasury Sales Officer I - Healthcare Not For Profit - Higher Education
$108k - $160kBank of America Financial Center
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!At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.Job Description:This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challengesThe Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.Responsibilities:The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs. Act as 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, industry data analytics, and solutioning positioning.Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.Actively participate and lead speaking engagements associated with key industry organizations - HFMA, NACUBO, etcProactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).Advise clients on P2E and digital strategies involving 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.Drive expansion of Solutions Per Relationship (SPR).Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysisMaintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners 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 analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.Required Qualifications:3 years of Treasury Sales Officer ExperienceAbility to Travel between up to 30% of time in normal environmentSuccessful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trendsProven business development and relationship management skills with a complex clients.Excellent verbal and written communication and presentation skills.Proven negotiation and active listening skills. Strong executive presence.Adept at critical and strategic thinking and problem resolution.Strong business/financial acumen.Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.Demonstrates the ability to foster strong partnerships within the core team.Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.Effectively manages risk while balancing the needs of the client, the team, and the bank.Desired Skills:For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus3+ years banking experiencePrior Card solution experience a plusB.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative 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 quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.Skills:Account ManagementBusiness DevelopmentClient ManagementClient Solutions AdvisoryCustomer and Client FocusCritical ThinkingPortfolio AnalysisPresentation SkillsRelationship BuildingSales StrategyCoachingCollaborationOral CommunicationsPrioritizationProspectingMinimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience For 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 - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)Pay and benefits informationPay range$108,000.00 - $160,000.00 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.SummaryLocation: Chicago; FARMINGTON HILLS; ClevelandType: Full time
$108k - $160k
...committed to an in-office culture with... ...delivery of integrated treasury solutions to General... ...to consult on sales opportunities. Job... ...and bank focused profitability analysisMaintains... ...CommunicationsPrioritizationProspectingMinimum Education Requirement:... ...home posture does not make you...SuggestedFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$108k - $160k
...service, community college education, or a wide range of... ...is committed to an in-office culture that supports... ...advances into treasury solutions for our clients... ...America.The Treasury Sales Officer (TSO) will be... ...accountable for revenue growth, profitability, client planning,...SuggestedFull timeWork at officeFlexible hoursDay shift- ...committed to an in-office culture with... ...delivery of integrated treasury solutions to General... ...to consult on sales opportunities. Job... ...and bank focused profitability analysis Maintains... ...Prospecting Minimum Education Requirement:... ...home posture does not make you...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
- ...Consultant Senior - Government Not-for-Profit (GNP) - in Business Banking,... ...Continuing Professional Education events for Center of InfluenceEngages... ...in Cash Management/Treasury Services or related business... ...management and business development/sales skillsExcellent/strong...Suggested
- ...leaders to join our team as Directors of Accounting within the Not-for-Profit Division. ContinuServe is a tech-enabled outsourcing firm... ..., including those in: Health and Human Services Education Community-Based and Mission-Driven Organizations At ContinuServe...SuggestedFull timeLocal areaRemote work
$78.8k - $145.13k
...financial reporting support for healthcare finance and payment rate... ...based out of the Milliman office in Chicago, IL. Remote... ...considered, including but not limited to: education, relevant work experience,... ...company matching program and profit-sharing contributions.Discretionary...Full timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...right team. As a Treasury Management Officer in Commercial Banking... ...to key client sales opportunities and... ...monitor and enhance profitability of all assigned relationshipsRequired... ...company. We do not discriminate on... ..., municipalities, healthcare organizations, education institutions,...
$85k - $94k
...Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout... ...Description Position Purpose: The Office Manager plans, runs and delivers administrative... ...improve the Operations, including but not limited to, setting timelines and...Full timeTemporary workWork at office- ...found the right team. As a Treasury Management Officer in Commercial Banking, you... ...aligned to key client sales opportunities and engage industry... ...and monitor and enhance profitability of all assigned relationshipsRequired... ...at our company. We do not discriminate on the basis...
$118.7k - $218.6k
...Recruiting for this role ends on 9/14/2026. Work you'll do As a Profitability Costing Allocations Senior Consultant, on the Business Finance... ...are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications...Local areaVisa sponsorship- ...serves as a critical healthcare resource to ensure that... ...working conditions in an office environment. •Average... ...by participating in educational opportunities and reading... ...of this position have not been included. This... ...counties. We are local, non-profit, and community owned....Work at officeLocal areaImmediate start
- ...building relationships and proving treasury solutions? You have found the right team.As a Payment Sales Officer in the Mid-Corporate Payments... ...of industries developing new profitable business from prospective... ...at our company. We do not discriminate on the basis of...
$85k - $128k
...regularly work in a Wipfli office, from home and at client sites... ...is hybrid and will serve healthcare and for-profit medical practice clients.... ...in continuing professional education programsServe as a trusted... ...000, with offers typically not made at the maximum, allowing...Temporary workWork at officeLocal areaFlexible hours$78k - $156k
...timeAbbott is a global healthcare leader that helps... ...debt program and FreeU education benefit - an affordable... ...opportunity for a Senior Sales Specialist,Urgent Care... ...dynamics (pricing, profitability, contract management).... ...TimeMEDICAL SURVEILLANCE:Not ApplicableSIGNIFICANT...Contract workShift work$113.71k - $135k
...improve the future of healthcare? Do you want to enhance... ...seeking an Immunohematology Sales Specialist for the... ...and achieve revenue / profit goals and account profitability... ...to close accuracy.Education:Bachelor’s Degree... ...benefits including, but not limited to: Medical, Dental...Contract workLocal area- As a Relationship Sales Officer on the Payments - Domestic Banks team, you... ...to jointly develop new profitable business from prospective and... ...levels to provide integrated treasury solutions within a consultative... ...inclusion at our company. We do not discriminate on the basis of...
- ...consumer technology firm operating a suite of healthcare businesses, including our flagship... ...truly values and enjoys working in the office, not just tolerates it. What You’ll Do... ...improve internal controls. Qualifications Education: Bachelor’s degree in Accounting, Finance...Temporary workWork at office
- ...monthly reporting packages including, but not limited to, divisional financial... ...Performs other duties as assigned. Education and Work Experience: ~ Bachelors in... ...~5 + years of experience, 3 years in Healthcare Finance ~ Demonstrated experience with...Contract workWork experience placement
$78k - $120k
...about precision medicine and advancing the healthcare industry? Recent advancements in... ...Accounting Experience with Microsoft Office Suite; Advanced MS Excel skills (Logical... ...are an equal opportunity employer. We do not discriminate on the basis of race, religion...Work at office$60k
...mission. We believe healthcare works best when it's... ...endowment funds. Support Treasury Management lead with... ...job description is not all-inclusive and outlines... ...to succeed. ~ Education and work experience:... ...Experience in a not-for-profit environment,...Full timePart timeWork experience placement- ...Omnia Healthcare Group is seeking a detail-oriented Staff Accountant to join our Finance team... ...site role, 5-days a week in our corporate office. Responsibilities Prepare monthly balance... ...nursing accounting is preferred but not required. Experience in working with multiple...InternshipWork at office
$125k - $135k
...reforecasting. Cash Management, Treasury & Capital Calls Prepare... ...disposition, including sale allocations, reserve... ...asset types, including office, life science, retail,... ..., production studio, healthcare, government,... ...Property Company does not accept unsolicited resumes...Interim roleWork at officeRemote work1 day per week- ...strategic creative agency redefining what healthcare brands can be. We believe healthcare... ...and proficiency in Excel/Google Sheets CPA not required What you’ll do Own key components... ...Healthcare Savings Accounts, a 401(k) & Profit Sharing Plan with company match, a generous...Local areaFlexible hours
- ...engineering company with 2025 sales of $34 billion. We live our... ...food & beverage, electronics, healthcare, manufacturing, metals and mining... ...At Linde, the sky is not the limit. If you're looking... ...program, and opportunities for educational and professional growth. Additional...
- ...strong analytical and organizational skills Proficiency in Microsoft Office Suite, particularly Excel Experience with tax technology and tax... ...employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range...Work at officeLocal areaWorldwide
$72k - $141k
...Analyzes quality, quantity, and profitability of highly complex risks... ...problems.6. Knowledge of Microsoft Office Suite and other business-... ...Demonstrated leadership skills.Education and Experience1. Bachelor's... ...various factors, including but not limited to, relevant work...Full timeWork experience placementWork at office- ...Wipfli LLP is seeking a Tax Senior in Chicago to serve healthcare and for-profit medical practice clients. The role offers a hybrid work arrangement, combining office, home, and client site attendance. Responsibilities include communicating with clients, providing tax...Work at officeWork from home
$60k - $63k
...the true essence of Morgan Street Holdings where our values are not just written but lived. We support our people with competitive pay... ...leave programs 401(k) with a company match component and profit sharing 15 days of paid time off plus company holidays Hybrid work...$120k - $145k
...driven organization that is transforming healthcare finance. You'll work alongside talented professionals... ...internal controls, partner closely with Sales, FP&A, and Business Operations, and... ...based on factors including, but not limited to, skill set and level of experience...Contract work$75k - $90k
...With 800 employees in offices nationwide, SGH’s industry... ...both a learner and an educator, committed to advancing... ...Paid Parental Leave * Profit Sharing and 401(k) plan... ...Life Insurance * Healthcare and Dependent Care Flexible... ...application system is not accessible to you, or you...Full timeContract workTemporary workFor subcontractorRelocation packageFlexible hours
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