Treasury Sales Client Officer I/II - Military Veterans

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Treasury Sales Client Officers are responsible for managing day to day relationships with clients.The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.

The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.

• Manage the day to day treasury sales effort for the client relationship


• Build trust with the client and expand existing relationship through at least semi-annual calling


• Maintain a strong working relationship with the client team


• Identify cross-sell opportunities through account analysis & regular client interaction


• Manage client escalations and keep internal team informed


• Protect and grow revenue

• B.S. or B.A. degree preferred or equivalent work experience


• 5+ years p rior treasury sales experience


• A deep understanding of bank structure and the operational aspects of global cash management products and services


• Product and financial acumen


• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills


• Ability to read and leverage data to proactively identify trends and opportunities


• Strong ability to organize, prioritize and balance multiple sales activities


• Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly


• Passionately curious, courageous, knowledge of bank network and effective business partnering