Treasury Sales Client Officer II - Global Payment Solutions Private Bank

Job Description Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partners closely with client-facing teammates to consult on sales opportunities and provide product expertise to deliver the best possible solution. In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect. Managing day-to-day relationships with clients, retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, managing pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division. Coordinating regular relationship review meetings with the client team and working with partners on fulfillment requests. Demonstrating strong interpersonal skills and a client‑centric mindset while engaging with top Private Bank clients. Maintaining treasury industry and client subsector expertise and a broad understanding of the bank's structure. Driving revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the coverage region. Developing data‑driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitize payments/receipts. Participating in the Client Management Process focusing on client relationship development from new client acquisition to deepening existing relationships. Building relationships with internal business partners and key client decision makers and completing account/portfolio business reviews. Ensuring service and fulfilment related requests are directed to relevant teams and responding to all client and partner requests timely. Maintaining pricing for clients and ensuring all products and services are billed accordingly while managing client escalations. Identifying cross‑sell opportunities through account analysis and regular client interaction. Managing client escalations and protecting and growing revenue. Job Qualifications 3 years of prior treasury sales experience. Product and financial acumen. Strong verbal and written communication and presentation skills. Ability to read and leverage data to proactively identify trends and opportunities. Strong organization, prioritization, and balance of multiple sales activities. Deep understanding of bank structure and global cash management products and services. Knowledge of risk guidelines and ability to identify, manage, and escape risk responsibly. Passionately curious, courageous, knowledgeable of bank network and effective business partnering. Desired Qualifications Knowledge of Private Bank and Ultra High Net Worth client base. B.S. or B.A. in finance, accounting, management, or another undergraduate degree. Skills 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 Minimum Education Requirement Bachelor’s Degree or Equivalent Work Experience Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America