Treasury Sales Officer II
Not Disclosed•Full-TimeOn-site
location_onFirst Drive West, San Francisco, California, 94129, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, encompassing our commitment to an inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.
We are committed to an in-office culture that allows for appropriate flexibility based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
About the Role
Each day brings innovation and opportunity as we turn technology advances into treasury solutions for our clients globally. We are looking for highly motivated self-starters who can advocate for clients by complementing technology with a personalized touch. The future of treasury management is here at Bank of America—powered by people and driven by technology.
The Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Not-For-Profit Healthcare and Higher Education companies. This role supports the consistent strong growth seen in healthcare, driven by organic client growth and market share gains.
As a TSO, you will serve as a trusted advisor to complex organizations, engaging in strategic conversations with C-suite executives and Revenue Cycle teams. You will act as a digital ambassador, driving mobile, digital, and real-time payments adoption while leveraging industry data analytics and peer benchmarking. Your day will involve leading speaking engagements with key industry organizations like HFMA and NACUBO, and proactively creating impactful client events centered on industry trends such as innovation, fraud prevention, and system integration.
Hiring Process & Culture
We seek teammates who are Inclusive and Inspiring, Authentic and Passionate, Innovative and Curious, and Confident and Agile. We value collaboration, hard work, and celebrating shared success. We are looking for individuals who embrace change with a future-forward mindset, act decisively while remaining flexible, and continuously learn in their roles.
Note: This role requires an in-office presence with specific attendance requirements. Participation in a work-from-home posture does not make internal employees ineligible to post, but the role is fundamentally office-based.
Equal Opportunity
Bank of America is an equal opportunity employer. We consider qualified applicants regardless of background. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC, Safe Act/Loan Originators, and FINRA.
Work location
Work model: On-site
First Drive West, San Francisco, California, 94129, United States
San Francisco, California
Key Responsibilities
- check_circleManage and actively pursue treasury revenue streams and product penetration across assigned portfolios
- check_circleAdvise clients on P2E and digital strategies involving payments, receipts, liquidity, and card solutions
- check_circleDrive expansion of Solutions Per Relationship (SPR) and identify new client opportunities
- check_circleLead pricing and negotiation discussions to optimize relationship profitability and Year over Year growth
- check_circleCoach and mentor Treasury Analysts while supporting Servicing and Implementation teams
- check_circleParticipate in speaking engagements and create client events centered on industry trends
- check_circleLead strategic dialogues with C-suite executives and Revenue Cycle teams regarding industry issues
- check_circleDevelop customized treasury solutions by analyzing client needs and bank profitability
Requirements
- verified5 years of Treasury Sales Officer Experience
- verifiedAbility to Travel between up to 40% of time
- verifiedBachelor's Degree or Equivalent Work Experience
- verifiedCertified Treasury Professional Certification (CTP) or equivalent
- verifiedMBA or Equivalent
Nice to Have
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience. Prior Card solution experience. 5+ years banking experience. B.S. or B.A. in finance, accounting, management, or another undergraduate degree. Certified Treasury Professional Certification (CTP) or equivalent. MBA or Equivalent.
Benefits & Perks
check_circleAccess to paid time offcheck_circleEligibility for annual discretionary incentive plan based on performance
Similar Job Opportunities
Skills, education and keywords
Skills: Treasury Management, Global Transaction Services, Liquidity Management, Payments, Receipts, FX, Commercial Card, Revenue Cycle, Digital Payments, Mobile Payments.
Education: Bachelor's in finance, accounting, management, or another undergraduate degree; MBA or equivalent.
Frequently asked questions about Treasury Sales Officer II at Bank of America
What does a Treasury Sales Officer II at Bank of America do?expand_more
A Treasury Sales Officer II at Bank of America is responsible for the following: Manage and actively pursue treasury revenue streams and product penetration across assigned portfolios; Advise clients on P2E and digital strategies involving payments, receipts, liquidity, and card solutions; Drive expansion of Solutions Per Relationship (SPR) and identify new client opportunities; and Lead pricing and negotiation discussions to optimize relationship profitability and Year over Year growth.
What are the requirements for this Treasury Sales Officer II role?expand_more
To qualify for the Treasury Sales Officer II at Bank of America position, applicants should have: 5 years of Treasury Sales Officer Experience; Ability to Travel between up to 40% of time; Bachelor's Degree or Equivalent Work Experience; Certified Treasury Professional Certification (CTP) or equivalent; and MBA or Equivalent.
Where is the Treasury Sales Officer II role at Bank of America located?expand_more
Treasury Sales Officer II at Bank of America is based in First Drive West, San Francisco, California, 94129, United States. This is a on-site role.
Is this Treasury Sales Officer II job remote, hybrid, or on-site?expand_more
Bank of America has listed this Treasury Sales Officer II role as on-site.
How much experience is required for this Treasury Sales Officer II role?expand_more
Treasury Sales Officer II at Bank of America typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Treasury Sales Officer II role at Bank of America?expand_more
Key skills for Treasury Sales Officer II at Bank of America include Treasury Management; Global Transaction Services; Liquidity Management; Payments; Receipts; FX; Commercial Card; and Revenue Cycle.
What education is required for Treasury Sales Officer II at Bank of America?expand_more
Educational requirements for this role: Bachelor's in finance, accounting, management, or another undergraduate degree; and MBA or equivalent.
What category does the Treasury Sales Officer II role belong to?expand_more
Treasury Sales Officer II at Bank of America is part of the accounting & finance job category on Recrutus.