Bank of America


    Job Description:
    This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.


    • Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads 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 and benefit analysis and bank-focused profitability analysis
    • Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
    • Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
    • Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
    • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure



    • Account Management
    • Business Development
    • Client Management
    • Client Solutions Advisory
    • Customer and Client Focus
    • Critical Thinking
    • Portfolio Analysis
    • Presentation Skills
    • Relationship Building
    • Sales Strategy
    • Coaching
    • Collaboration
    • Oral Communications
    • Prioritization
    • Prospecting


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