Treasury Sales Client Officer II - Middle Market

Job Responsibilities Treasury Sales Client Officers manage day‑to‑day relationships with Middle Market clients, retaining and growing revenue, deepening solutions per relationship, managing pricing & profitability, and conducting direct phone/web‑based client calls. Treasury Sales Client Officer II delivers integrated treasury solutions to clients within an assigned portfolio, partnering with client‑facing teammates to consult on sales opportunities and providing product expertise that delivers the best solution. In a hybrid junior sales/treasury associate role, responsibilities include actively pursuing treasury revenue streams, increasing product penetration across the portfolio, consulting on sales opportunities with client‑facing teammates, and providing product expertise to meet client goals. The TSCO works regularly with partners on fulfillment requests and coordinates regular relationship review meetings, assessing process inefficiencies, improvements, and industry initiatives for client benefit. Maintains client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank’s structure. Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the coverage region. Develops data‑driven insights and presentations for clients, recommending risk reduction, working capital improvement, and digitization of payments/receipts. Participates in the Client Management Process, focusing on developing new client relationships and deepening existing ones through thoughtful identification of client needs. Builds relationships with internal business partners and key client decision makers, completing account/portfolio business reviews. Ensures service and fulfilment related requests/queries are directed to relevant teams, responding to all client and partner requests promptly and keeping stakeholders updated. Maintains pricing for clients, ensuring all products and services are billed correctly while managing escalations and informing internal teams. Identifies cross‑sell opportunities through account analysis and regular client interaction. Manages client escalations and keeps internal team informed. Protects and grows revenue. Job Qualifications 3 years of prior treasury sales experience. Product and financial acumen. Expert verbal and written communication, strong presentation skills, and ability to influence internally and externally. Ability to read and leverage data to proactively identify trends and opportunities. Strong organizational, prioritization, and multitasking skills. Deep understanding of bank structure and operational aspects of global cash management products and services. Understanding of and adherence to risk guidelines, proficiencies in identifying, managing, and escalating risk responsibly. Passionate curiosity, courage, knowledge of bank network, and effective business partnering. Desired Qualifications 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. Internal employees may participate in a work‑from‑home posture without becoming ineligible to post. Pay and Benefits Pay range: $107,000.00 – $133,500.00 annualized salary; discretionary incentive eligible. Shift: 1st shift (United States of America). Hours per week: 40. Location: US – NY – New York – ONE BRYANT PARK – BANK OF AMERICA TOWER (NY1100). #J-18808-Ljbffr Bank of America