Treasury Sales Officer II - Not for Profit Healthcare & Higher Education

Job Overview 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 challenges. Responsibilities The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across assigned portfolios, and sometimes pursuing opportunities outside the portfolio. Works closely with 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 to provide U.S. and sometimes international treasury solutions. Acts as a digital ambassador driving mobile, digital and real‑time payment adoption, managing and leading strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. Engages complex Not‑For‑Profit Healthcare and Private Higher Education companies as a working capital, financial technology, and trusted advisor. Articulates and understands the not‑for‑profit, healthcare and higher education environment regarding reform and other industry issues; engages in strategic conversations with C‑suite executives and Revenue Cycle teams. Actively participates and leads speaking engagements associated with key industry organizations (HFMA, NACUBO, etc.). Proactively creates 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. Engages with driven and experienced client teams to keep momentum with existing clients and prospects. Drives expansion of Solutions Per Relationship (SPR). Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, leading client‑facing treasury presentations, and identify/evaluate treasury solutions based on client‑focused cost/benefit analysis and bank‑focused profitability analysis. Maintains a strong client focus while understanding operational aspects of the bank; leverages a strong awareness of treasury products and services used by clients. Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery. Focuses on client relationship development: growth of new client relationships and deepening existing relationships through 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 presentations. Partners 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 analysis. Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year‑over‑Year (YoY) growth. Coaches 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 Experience Ability to travel up to 40% of the time Successful track record in treasury management sales; broad and deep familiarity with global treasury management products, services, and trends Proven business development and relationship management skills with 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 elevate as needed Demonstrated 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 work effectively as both an individual contributor and 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 plus 5+ years banking experience Prior card solution experience a plus B.S. or B.A. in finance, accounting, management, or another undergraduate degree Certified Treasury Professional Certification (CTP) or equivalent MBA or equivalent Inclusive and inspiring: seeking motivating team players who value collaboration, hard work, and celebrating shared success Authentic and passionate: seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and 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, clear communicators who value giving and receiving feedback, build relationships, act decisively, and remain flexible while learning in the role Skills Account Management Business Development Client Management Client Solutions Advisory Customer and Client Focus Critical Thinking Portfolio Analysis Presentation Skills Relationship Building Sales Strategy Coaching Collaboration Oral Communications Prioritization Prospecting Minimum Education Requirement Bachelor’s Degree or Equivalent Work Experience Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay Range $127,500.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary Incentive This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on 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. Benefits This 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. Legal Compliance Notice

1. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
2. For internal employees; participation in a work from home posture does not make you ineligible to post.

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