Treasury Sales Officer II - Healthcare Not For Profit - Higher Education
$133.2k - $235kBank of America ATM
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 Not For Profit Healthcare and Higher Education companies. 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:5 years of Treasury Sales Officer ExperienceAbility to Travel between up to 10% 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 plus5+ 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 - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$133,200.00 - $235,000.00 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; PhiladelphiaType: Full time
- ...committed to an in-office culture with... ...participating as the product sales or industry expert... ...advances into treasury solutions for our... ...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
$81.2k - $135.3k
...sell the entire range of treasury and cash management... ...driving income and creating sales opportunities by... ...bank meets its sales and profitability targets.Engage... ...This includes but is not limited to, understanding... ...adoption assistance; educational assistance and a robust...SuggestedTemporary workWork experience placementLocal areaWork visaFlexible hours$120k - $180k
...Local tax, R&D Tax Credit, as well as International and Private Client services. As a Not-for-Profit Tax Manager based out of our New Jersey, New York City, or Philadelphia office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry...SuggestedWork at officeLocal area$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...SuggestedLocal areaVisa sponsorship- ABOUT LUCID GROUPWe are a global healthcare communications agency with deep therapeutic expertise... ...operating structures that strengthen profitability.Cross-Functional & Organizational... ...inclusion and support. The Lucid values are not just mere words; they are the...Suggested
$150k
...(bonus and commission not factored into the salary... ...clientsDrive the growth and profitability of the bank’s lending... ...lists with a higher probability of successfully... ...equipment finance & leasing sales, relationship... ...prioritiesProficiency with Microsoft Office software (Outlook,...Work at office- ...and BD+C Top 150 Contractor with nine offices, Rycon specializes in new construction... ...portfolio includes projects in aviation, healthcare, higher education, industrial/warehouse, commercial,... ...condition research, inclusive of but not limited to: construction economics, trends...For contractorsWork at office
- ...07/22/2026 Category: Education: Full-Time | Base... ...partnerships with schools, healthcare organizations, and... ..., pipeline growth, and sales performance metrics What... ...platforms and Microsoft Office preferred *Proven... ...-T Group web portal is not a guarantee that career...Permanent employmentFull timeContract workTemporary workWork at office
$92.8k - $132.25k
...trade and security, customs valuation planning, first sale for export planning, and the analysis of transfer pricing... ...to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible, and will not be performing regulatory work...Work at officeLocal areaWorldwide$80k - $100k
...opportunity. Hiring Locations Our main office is located in Center City, Philadelphia,... ...-world data exchange, transforming how healthcare and life sciences organizations connect... ...or any other form of discrimination are not tolerated. All qualified job applicants will...Permanent employmentFull timeWork at officeLocal areaRemote workWork from homeFlexible hours3 days per week- ...delivers complex commercial, healthcare, education, industrial, retail, mixed-... ...activities upon award. MPI does not discriminate on the basis of... ...as commercial, healthcare, higher education, retail,... ...cost databases, and Microsoft Office applications. Ability to read...Permanent employmentContract workFor contractorsFor subcontractorWork at officeLocal area
- ....g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portalsParticipate... ...SWIFTCash / Treasury Management: Sales, Relationship, Operations and/... ..., which may include but are not limited to the specific office location, role, skill set, and...Full timeLive inWork at officeLocal area
- One of Insight Global's healthcare clients is looking for a Senior Accountant to join their team in Cape May, NJ. The ideal candidates are... ...accounting (Finance degree is accepted, if completed Accounting I & II 1-5 years of experience in general industry accounting,...
- ...controls and experience using controls frameworks including but not limited to COBIT, COSO, NIST, ISO, S-OX, and SSAE.18, HIPAA, PCI... ...Data Analytics Lawson/Infor and Epic systems experience a plus. Education Requirements Bachelor’s Degree (B.S. or B.A.) in a relevant area...Full timePart time
- ...Job Summary An Estimator II is responsible for the development... .... This includes but is not limited to the tank (s), foundations... ...conducts site visits and/or office visits as necessary. Performs... ...or equivalent combination of education/experience in lieu of degree....Full timeWork at office
- ...estimate risk and financial impact for global healthcare insurance company.Responsibilities:•... ...new products, pricing strategies, and profitability.• Perform scenario testing and analysis... ...related medical conditions including but not limited to lactation, sexual orientation...Full timeLocal areaWork from home
- ...role will sit primarily in the office but travel to the project job... ...experienceOr equivalent combination of education and experienceKNOWLEDGE,... ...benefits and a generous profit-sharing/401k plan. We invest in... ...Similar Organizations: Gilbane does not accept unsolicited resumes...Contract workFor contractorsFor subcontractorWork at office
- ...holding you back? Marcus & Millichap is the number one investment sales brokerage in North America, closing four transactions every... ...transparency regulations. As an independent contractor, this role is not eligible for company paid benefits. Marcus & Millichap is an Equal...Contract workFor contractorsLocal area
- ...the abundant opportunity contained in today’s fluid and complex healthcare environment. Digitas Health brings together people who are... ...account staff to implement plans in a timely, effective, and profitable manner. Builds and maintains positive, lasting client relationships...Contract work
$134.5k - $265.1k
...026. Work you'll do As an SAP Treasury Manager on the Controllership... ...through proposal development, sales pursuits, and the creation of... ...communityExperience using Microsoft Office, including Word, Excel,... ...compensation decisions including but not limited to skill sets;...Work at officeLocal areaVisa sponsorship$134.1k - $265.1k
...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,... ...are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and...Contract workLocal areaVisa sponsorship$60k - $70k
...000.00/Yr.Salary to be determined by the education, experience, knowledge, skills, abilities... ...Collaborate cross-functionally with Finance, Sales, and Operations teams to support billing... ...process. Calls for any other reason will not be returned. Reasonable accommodation...Full timeLocal areaFlexible hours- ...efficiencies, and areas of improvement· Assist in inventory costs and profitability products· Create annual standard cost updates· Lead or... ...requirements for the Sr Cost Accountant/Analyst role include and are not limited to:· 5+ years of Cost Accounting experience a MUST·...Full time
- ...ll Work With You will join one of our 45 offices in the US, be part of a committed team of... ...supplemented by adjustments for overhead and profit, and presenting a final price Develop... ...becoming an Life Science Estimator but you're not quite there yet? We'd love to connect...Full timeFor contractorsFor subcontractorWork at officeFlexible hours
- ...progress billingsMonitor and analyze project financials to ensure profitability and cost controlDrive cash flow management, including... ...requirements for the Financial Controller role include and are not limited to:Proven experience in the construction industry is requiredStrong...Full time
$95k - $140k
...CPA EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or... ...companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety...Full timeWork at officeLocal area- ...collaborate closely with Sales, Operations, and FP&A... ...help drive project profitability. This role requires strong... ...requiring work in-office 3 days per week. This... ...changes as needed. Education & Experience Required... ...helping us to create not only a great place to...Full timeWork at officeLocal area3 days per week
- ...community, building trust with seniors and healthcare partners to ensure Medicare-eligible... ...accurate prospect information, and document all sales interactions. Strategic Planning:... ...to essential job functions including but not limited to: accessing medical and...Local areaMonday to FridayShift workWeekend work
- ...join our Philadelphia, Pennsylvania (PA) office! This is not a remote position. Responsibilities... ...(salary + bonus) and additional profit-sharing contribution. Comprehensive... ...28/2026 12:33 PM) ID 2026-25549 Education Bachelor's Degree Discipline/Focus...Contract workWork at officeWork visaFlexible hours
- ...Sales Operations Administrator Primary Function: The Sales... ...sales leadership team's back-office needs, allowing for positive customer... ...(certifications or advanced education strongly preferred) ~... ...understanding is preferred but not required About the Company...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Sales Officer II - Healthcare Not For Profit - Higher Education. Be the first to apply!
- treasury Philadelphia, PA
- treasury consultant Philadelphia, PA
- treasury operations Philadelphia, PA
- treasury sales associate Philadelphia, PA
- treasury specialist Philadelphia, PA
- sales management training program Philadelphia, PA
- entry level sales marketing Philadelphia, PA
- sales no experience Philadelphia, PA
- government sales Philadelphia, PA
- auto sales Philadelphia, PA


