Treasury Sales Officer I
$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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers that have a strong sense of ownership and the ability to see what's next in treasury management. The future of treasury management is here at Bank of America.The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate TMT clients. He or she will partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 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 intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation 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. 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 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) growthParticipates 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 needsFosters 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 positioningMaintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structureRequired Qualifications:Ability to Travel between up to 50% 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:B.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 CommunicationsPrioritizationProspectingShift: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 - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)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: New York; FRISCO; Chicago; CharlotteType: Full time
$133.2k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...responsible for the delivery of integrated treasury solutions to clients and prospects that may... ...client-facing teammates to consult on sales opportunities. Job expectations include providing...SuggestedFull timeWork at officeWork from homeFlexible hoursShift workNight shiftDay shift- ...solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ...frameworkIndependently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for...Suggested
- ## Treasury Management Officer IIIApplylocations: Charlotte, NCtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September... ...internal and external clients to influence the outcome within the sales process.* Demonstrate ability to identify client needs and...SuggestedWork experience placementBank staffLocal area
$100.1k - $202.8k
...employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based in Denver CO or Phoenix AZ or Seattle WA or Portland OR or Dallas TX...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Treasury Management Officer III Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next... ...and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs and...SuggestedWork experience placementBank staffLocal area
- ...solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ...frameworkLead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for...
$135k - $155k
...excitement that we are searching for a talented, multi-faceted Treasury Manager to join our finance team. As a direct report of the... ...packages, Workday experience a plus * Proficiency with Microsoft Office products Compensation: Total Cash Compensation Range: $135,...Full timeTemporary workWork at officeLocal areaImmediate startRemote workFlexible hours- ...solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ...Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for...
$105.7k - $164.7k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...dedicated to turning technology advances into treasury solutions for our clients globally -... ...partners across multiple teams including Sales, Product, Risk & Compliance, Operations and...Full timeWork experience placementWork at officeLocal areaFlexible hoursDay shift$126.5k - $246k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...product management efforts are integrated with sales, technology, implementation, and... ...years of experience in product management, treasury management, or payments• Demonstrated experience...Full timeWork at officeFlexible hoursDay shift$146.5k - $234k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...make an impact. Join us!Job Description:The Treasury Advisory Executive (Director) is a senior... ...team within the Specialized Product Sales group, reporting directly to the Global Head...Full timeWork at officeLocal areaFlexible hoursDay shift- ...producing, is your current platform helping you close more business, or holding you back? Marcus & Millichap is the number one investment sales brokerage in North America, closing four transactions every business hour. We give established producers the deal flow, capital...Contract workFor contractorsLocal area
$160k - $220k
...Honeywell International, Inc. is seeking a Senior Manager, Treasury Systems in Charlotte, NC. This pivotal role focuses on shaping and optimizing treasury systems to streamline financial operations. Responsibilities include cash management and risk mitigation. Candidates...$160k - $220k
...and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: Senior Manager, Treasury Systems As a Senior Manager, Treasury Systems here at Honeywell, you will play a pivotal role in shaping and optimizing our treasury...Temporary workWork experience placementFlexible hours- ...Hayward Holdings, Inc. in Charlotte, NC is seeking a Director of Treasury to manage global treasury activities and financial risk. This role involves liquidity management, forecasting, and leading a team while ensuring compliance and operational efficiency. The ideal...
- ...Mutual Of Omaha Reverse Mortgage Loan Officer Join a winning team, with the brand recognition of a Fortune 300 company that has been... ...Valid SAFE and state license or certification strongly preferred Sales experience preferred College degree preferred, but not...Hourly payMinimum wageWork at officeLocal areaRemote workFlexible hours
$148.34k - $184.66k
...the system.Job Description:At Regions, the Treasury Management Relationship Manager is... ...relationships.Primary Responsibilities:Develops sales strategy for the market appropriate to... ...clientsPresents treasury service product training for officers and managers in all lines of business to...Full timeWork at officeFlexible hours- About this role:Wells Fargo is seeking a Treasury Management Support Manager who will assist in setting and managing team objectives, provide leadership to a team of Sales Analysts and will work with the sales leadership team to thoughtfully execute strategies on improving...Full timeWork experience placement
$134.1k - $265.1k
...performance, and drive meaningful organizational change. Recruiting for this role ends on 12/31/2026. Work you'll do As a Kyriba Treasury Manager on the Controllership and Treasury Transformation team, you will be responsible for leading treasury transformation engagements...Contract workLocal areaVisa sponsorship$134.5k - $265.1k
...on 12/31/2026. Work you'll do As an SAP Treasury Manager on the Controllership and Treasury... ...practice growth through proposal development, sales pursuits, and the creation of tools,... ...user communityExperience using Microsoft Office, including Word, Excel, PowerPoint, and Access...Work at officeLocal areaVisa sponsorship$175k - $206k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...dedicated to turning technology advances into treasury solutions for our clients globally -... ...by Technology.Reporting to the Treasury Sales Executive for US TSCO, the Treasury Sales...Full timeWork at officeFlexible hoursDay shift$121.5k - $148.5k
...to work in the U.S. without the need for employer sponsorship now or in the future.Hybrid Work Policy: SCOR is committed to an "in office" culture where people can collaborate, exchange ideas, and establish stronger working relationships while still providing flexibility...Temporary workWork at officeLocal areaRemote workWorldwideRelocation package2 days per week3 days per week- The City of Charlotte is seeking a Strategy & Budget Analyst Associate to join a team of analysts in reviewing, analyzing, and developing the City budget. You will work with assigned departments to understand service priorities, evaluate budget requests, and prepare concise...
- ...----------OTHER REQUIREMENTSBusiness Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...NC Why: To serve as a trusted advisor to clients, delivering high-quality tax solutions and contributing to business growth. Office Environment: Professional, collaborative, and client-focused team setting. Salary: Competitive and commensurate with...Full timeWork at officeLocal areaImmediate start
$120k - $180k
A professional accounting firm in Charlotte is looking for a Principal to manage client relationships and oversee tax planning for both personal and corporate clients. The ideal candidate will have a CPA certification, 8+ years of public accounting experience, and a passion...Full timeRemote work- Now Hiring: Auditor I – Accounting/Finance Hybrid (3–5 days onsite; must be flexible to work 5 days onsite as needed) Position Overview We are seeking a detail-oriented Auditor I to support monthly contractor invoice audits. This role is responsible for manually reviewing...For contractorsImmediate startFlexible hours
$29 per hour
Comcentric Consulting is seeking an experienced Accounts Payable Analyst for a hybrid role in Charlotte, NC. The position requires handling vendor invoices, ensuring compliance, and collaborating with internal teams. Key qualifications include a minimum of 3 years of Accounts...- ...programs Experience with Thomson Reuters Accounting CS, Fixed Assets CS and UltraTax CS software preferred Proficiency with MS Office Suite required Job Duties: ~ Prepare and/or review monthly financial reporting packages for clients. ~ Prepare and...Local areaFlexible hours
- Prepare GU&I segment reporting including the Financial Reporting Summary (FRS) and support Work with others to develop explanations of the GU&I results and drivers Perform accounting and reporting for GU&I segment Equity Method Investments including impairment assessments...
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