Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
Bank of America Treasury Sales Client Officer II - Charlotte Hybrid
Manage Middle Market treasury client portfolios for Bank of America in a hybrid Charlotte role. Grow revenue, deliver cash management solutions, and strengthen client relationships.
Description
- Manage daily relationships with Middle Market clients
- Retain and expand revenue while deepening solutions across client relationships
- Oversee pricing and profitability while conducting client calls by phone and web
- Deliver integrated treasury solutions across an assigned client portfolio
- Advise on sales opportunities and provide product expertise to client-facing colleagues
- Develop treasury revenue and increase product adoption across the assigned portfolio
- Coordinate fulfillment requests and recurring relationship review meetings
- Identify process inefficiencies, improvement opportunities, and relevant industry initiatives
- Drive revenue and profitability by uncovering opportunities and addressing strategic and tactical client needs
- Create data-based insights and client presentations covering risk reduction, working capital, and payment and receipt digitization
- Participate in the Client Management Process to develop new and existing relationships
- Build partnerships with internal teams and key client decision-makers
- Complete account and portfolio business reviews
- Route service and fulfillment requests to the appropriate teams and respond to client and partner needs
- Maintain client pricing and verify accurate billing for products and services
- Manage client escalations and communicate updates to internal teams
- Find cross-selling opportunities through account analysis and ongoing client engagement
- Protect and expand revenue
Requirements
- At least three years of treasury sales experience
- Strong product knowledge and financial acumen
- Expert verbal, written, and presentation skills, with the ability to engage and influence internal and external stakeholders
- Ability to interpret data and proactively identify trends and opportunities
- Strong organization and prioritization skills for balancing multiple sales activities
- In-depth knowledge of bank structures and the operational aspects of global cash management products and services
- Understanding of risk guidelines and the ability to identify, manage, and escalate risk
- Knowledge of the bank network and effective business partnership skills
- A B.S. or B.A. in finance, accounting, management, or another undergraduate discipline is preferred
Benefits
- Affordable, competitive, and flexible benefits
- Resources supporting physical, emotional, and financial well-being
- Opportunities to learn, grow, and develop a career
- In-office flexibility determined by role responsibilities and business needs