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Bank Of America Treasury Sales Officer 
United States, Texas, Dallas 
768810600

09.07.2025

Job Responsibilities:


Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned complex portfolio; and partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

  • Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading 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/benefit analysis and bank-focused profitability analysis

  • In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth

  • Fosters digital adoption by driving mobile, and digital and real time payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning

  • Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables

  • Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure


Job requirements:

  • Minimum 10+ years of Treasury/Cash Management Sales

  • Bachelor’s degree or equivalent work experience

  • Strong knowledge of treasury management products and services

  • Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

  • Experience selling to Private Bank clients is a plus

  • Excellent verbal/ written communication and presentation skills

  • Proven negotiation and active listening skills

  • Excellent critical/strategic thinking and problem resolution skills

  • Successfully demonstrates creative thinking while adhering to guidelines

  • Proactively engages all internal partners for sales opportunities

  • Effectively manages risk while balancing the needs of the client, the team, and the bank

  • Strong business/financial acumen

  • Successfully maneuvers throughout the enterprise

  • Able to effectively work as an individual contributor as well as a close team member in a fast- paced environment

  • Intellectually curious and motivated to continuously improve processes

1st shift (United States of America)