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Treasury Sales Officer

Bank of America
Iselin, NJ Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 6/22/2025

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries.

We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

The future of treasury management is here at Bank of America.

Powered by people. Driven by Technology.

Job Responsibilities:

As a Treasury Sales Officer (TSO) aligned to Business Banking Transaction Services in the Southeast market, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented companies. You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation.  You’ll strengthen existing connections and prospect new ones and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform.  Your day-to-day will also include:

  • Serving as the primary treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers

  • Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, and client entertainment events

  • Sharing industry leading best practices, ideas, and strategies

  • Leading relationship pricing strategy and discussions

  • Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates & Currencies, Investment Banking, Fulfillment and Servicing

  • Coaching and developing junior talent

Job Requirements:

  • 3 to 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity

  • Bachelor's Degree or equivalent work experience

  • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

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

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Exercises the desire to mentor and sponsor other Associates

  • Certified Treasury Professional certification or equivalent is preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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