Treasury Sales Officer II - Global Payment Solutions - Middle Market
Bank of America Financial Center
Overview Bank of America is committed to an in-office culture with role-specific flexibility. We look for motivated professionals to build a career with opportunities to learn, grow, and make an impact in treasury solutions for clients globally. Join us to help turn technology advances into treasury solutions across all segments and industries, focusing on liquidity management, payments and receipts, FX, and commercial card services while delivering a personalized client experience. Responsibilities The Treasury Sales Officer (TSO) manages and pursues treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. Partners with Relationship Bankers, GPS Product Specialists and others to develop and deliver customized treasury solutions. Act as digital ambassador driving mobile, digital and real-time payments adoption, and lead strategic dialogues around client-centric issues using best practices, benchmarking, analytics, and solutioning positioning. Responsible for revenue growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and leading client-facing treasury presentations. Identify and evaluate treasury solutions using client-focused cost/benefit and bank profitability analyses. Maintain strong client focus while understanding operational aspects of the bank; lead strategic dialogues and ensure high levels of goal achievement and ongoing performance improvement. Drive revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal/presentation development and delivery. Focus on client relationships from growing new relationships to deepening existing ones by identifying client needs. Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, and leads client-facing treasury presentations. Partner with bankers and product specialists to develop customized treasury solutions based on client-focused and bank-focused analyses. Lead pricing and negotiation discussions to optimize relationship profitability and YoY growth. Coach Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs. Required Qualifications 5 years of Treasury Sales Officer experience Ability to travel up to 20% of the time Successful track record in treasury management sales with broad familiarity with global treasury management products 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 with strong executive presence Strategic thinking and problem resolution abilities Strong business/financial acumen Ability to maneuver through the enterprise, engage partners, and escalate as needed Demonstrated ability to foster strong partnerships within the core team Effective at managing competing priorities and maintaining high client satisfaction Ability to work well as an individual contributor and as a close team member in a fast-paced environment Ability to manage risk while balancing client, team, and bank needs Desired Skills B.S./B.A. in finance, accounting, management, or related field Certified Treasury Professional (CTP) or equivalent MBA or equivalent Experience in International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance Inclusive and Inspiring: collaborative and performance-driven Authentic and Passionate: engaged teammates aligned with client and community impact Innovative and Curious: future-forward mindset and willingness to challenge the status quo Confident and Agile: clear communicators who value feedback and relationship-building 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: High School Diploma / GED / Secondary School or equivalent 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: 40 #J-18808-Ljbffr Bank of America
$133.2k - $235k
...Treasury Sales Officer At Bank of America, we are guided... ...supporting Global Transaction Services... ...and/or emerging solution opportunities with... ...teams to package marketing leading solutions... ...liquidity management, payments and receipts... ...assigned portfolio of Middle Market firms with...SuggestedWork at officeWork from homeFlexible hoursShift workDay shift$169.41k - $200k
...Treasury Management Sales Officer II Location: Costa Mesa Job Description As a Treasury Management... ...Management services and the development of marketing programs. One of your key... ...customer-centric treasury management solutions, and provide consultative expertise...SuggestedLocal area$128k - $230k
...committed to an in-office culture with... ...highly-motivated treasury professional who is... ...efficiencies, positioning global technology, and... ...integrated treasury solutions to clients and... ...teammates to consult on sales opportunities. Job... ..., and real time payments adoption Manage...SuggestedWork experience placementWork at officeShift workDay shift$100k - $120k
...role in a newly formed Treasury Operations team,... ...implementing scalable treasury solutions. The role offers high... ..., accounts, and payment systems Support audits... ...4–5 years of private market experience in Fund Accounting... ...Systems and global payments familiarity High...Suggested- ...Description INFINISOURCE CONSULTING SOLUTIONS, INC InfiniSource Consulting Solutions (ICS), a 150+ employee government contractor specializing... ...satisfaction. Position Title : DHS Senior Budget Analyst II Position Type: Full-Time Work schedule : Monday - Friday Summary...SuggestedFull timeTemporary workFor contractorsMonday to Friday
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...detection, care, and training. MCC will make a global impact on improving health by reducing... ...and Service. The Clinical Trials Office (CTO) at UCSD's Moores Cancer Center administers... ..., the Clinical Trial Budget Analyst II provides essential financial support to advance...Hourly payWork at officeRemote work$27 - $30 per hour
...dedicated Accounting Specialist II to join our team of... ...schedule working remotely and in the office. If you are looking for your next... ...o Complete buyout and direct sales invoices. o Prepare write-... .... o Process customer payments through various channels, including...Contract workWork at officeRemote work- Bank of America is seeking a Treasury Sales Officer to drive revenue growth and... ...relationships across a Middle Market portfolio. You will collaborate... ...customized treasury solutions and lead strategic client conversations around payments, liquidity, and risk management...
$27 - $30 per hour
...process. Accounting Specialist II 30+ days ago Requisition ID: 1... ..., combining remote and in-office work. If you are looking for an... ...invoices. Complete buyout and direct sales invoices. Prepare write‑off... .... Process customer payments through various channels, including...Hourly payContract workWork at officeRemote work$44.28 - $75.42 per hour
Overview PORTFOLIO MANAGER I - Middle Market, Leveraged & Syndications WHAT IS THE OPPORTUNITY... ...recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums... ...their needs and provide tailored credit solutions. Participate in joint sales pitches with...Hourly payRemote work- ...Treasury Management Officer In Commercial Banking Are you customer... ...providing financial solutions to your clients? You... ...execute a localized market and product strategy... ...aligned to key client sales opportunities and engage... ...talents they bring to our global workforce are...
$28.85 - $33.65 per hour
...America is committed to an in‑office culture with specific requirements... .... As a Financial Solutions Advisor Stage I (FSA I), your... ...Financial Solutions Advisor Stage II, where you will continue to practice... ...financial services industry or sales experience Skills Client...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$150k - $190k
...analyses of customer’s product sales potential and prepare pricing... ...Participate in the design of marketing and sales programs aimed at commercial customers for treasury management related products; develop... ...of treasury management solutions and pricing to stay competitive...Local area- ...Solutions Sales RepresentativeSciens Building Solutions is seeking a Solutions Sales Representative... ...after initial ramp up period.Create new market share by selling a broad range of... ...installation, and testing.Minimum of NICET level II-certified in fire alarm systems....Temporary workFor contractorsNight shift
- ...Treasury Management Officer In Commercial Banking Are you customer... ...providing financial solutions to your clients? You... ...Healthcare Third Party Payment Processors. You will... ...execute a localized market and product strategy... ...aligned to key client sales opportunities and engage...
- Fifth Third Bank, N.A. is seeking a Senior Credit Lead in San Diego, California, responsible for active portfolio management leadership and credit risk oversight. The role includes developing a strong risk culture, managing escalations in complex credit situations, and ...
$94.4k - $293.8k
...Your Unique Place in our Global Collective Being... ...savvy, well-rounded, and market-relevant leaders with... ..., including Front, Middle, Back Office, and Technology & Operations... ...a broad range of solutions, architectures, and operating... ...development and sales efforts, including...Live inWork at officeLocal area$90k - $110k
...building products serving an 800 billion market. The company's mission is to modernize the... ...Pro-actively promote profitable sales growth through secured transactions. Assess... ...resources. Negotiate and secure arrangements for payment with delinquent accounts. Minimize bad...$35.06 - $51.07 per hour
...The University of California San Diego is searching for a Budget Analyst II for its Cancer Center. This remote position is fundamental in providing financial support to clinical trials, requiring collaboration with investigators to develop budgets, analyze financial performance...Hourly payRemote work- ...operational efficiency to join our Global Accounting team. This role... ...to implement AI-enabled solutions, making this a high-impact role... ...strategic consultant to FP&A and Treasury, providing insights into... ...our working model. In-Office Requirement Statement: We...Work at officeLocal areaRemote workRelocationRelocation package
- ...Staff Accountant Kontron is a global leader in IoT/Embedded... ...). Kontron offers individual solutions in the areas of Internet of Things... ...from accelerated time-to-market, lower total cost of ownership... ...vouchering vendor invoices, filing payment packages, and other duties....Permanent employmentFull timeContract workTemporary work
$186.8k - $397.3k
...touching over 20 industries and 80% of global commerce, and we need your unique talents... ...highly motivated and experienced Senior Solution Sales Executive to drive strategic sales efforts... ...with strong executive sponsorship and market momentum. Benefit from a best-in-class...Permanent employmentFull timeWorldwideFlexible hours$80k - $110k
...Genomic Solutions Representative As part of the Thermo Fisher Scientific... ...makes a positive impact on a global scale. Join our colleagues in... ...in research and applied markets. At Thermo Fisher... ...meaningful change worldwide. Join our Sales team and be part of an...Temporary workRemote workWorldwide$5,717 per month
Position Summary San Diego State University is seeking a detail-oriented and analytical Budget Analyst II to support departmental budgeting and financial operations within University Relations and Development (URAD) and The Campanile Foundation. Under general supervision...Permanent employmentFull timeContract workRemote workMonday to Friday2 days per week$145.6k - $276.8k
...complex problems. With our three market leading businesses, world-... ...advanced, intelligent solutions that help redefine the aerospace... ...customers meet the demands of the global market. Join us and help... ...collective-bargaining agreement. Payments under these annual programs...Contract workTemporary workWork experience placementFlexible hours- UC San Diego is hiring a Clinical Trial Budget Analyst II at the Moores Cancer Center in San Diego, CA. This role involves providing essential financial support to advance clinical research through analyzing and modeling trial budgets. Candidates will work extensively...Remote job
- A leading global assistance company is seeking a Senior Internal Auditor to strengthen its control environment across the U.S. This remote role involves leading audits, assessing financial integrity, and engaging stakeholders. Candidates should possess a Master’s degree...Remote work
- ...Omaha Reverse Mortgage Loan Officer Join a winning team, with... ...the most appropriate financial solutions to meet each client's specific... ...strongly preferred Sales experience preferred College... ...direct compensation plans in the market Unstoppable marketing machine...Hourly payMinimum wageWork at officeLocal areaFlexible hours
- Axos Bank is seeking a Credit Administrator to provide oversight through credit reviews and feedback. The role emphasizes collaboration with business units on credit proposals and approvals for commercial borrowers. Ideal candidates will have 12+ years of experience in ...
- ...Senior Internal Auditor II IT What if the work you did every day could impact the lives of people you know? Or all of humanity? At... ...-time role, Monday through Friday, with an expectation of 2-3 in-office days per week and additional on-site presence as needed. The individual...Full timeWork at officeRelocation packageMonday to Friday2 days per week3 days per week
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