Treasury Sales Officer - North America (San Francisco) Job at Bank of America, San Francisco, CA

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  • Bank of America
  • San Francisco, CA

Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

This role is responsible for delivering integrated treasury solutions to clients and prospects, primarily in the U.S. and globally. Key responsibilities include managing and pursuing treasury revenue streams, increasing product penetration within an assigned portfolio, and partnering with client-facing teams to consult on sales opportunities. The role requires providing product knowledge to deliver optimal solutions tailored to client needs.

  • Deliver integrated treasury solutions to sophisticated clients in the U.S. banking sector.
  • Develop and maintain strong relationships with key stakeholders to foster loyalty.
  • Identify and prospect new client opportunities within U.S. banks.
  • Engage with clients to understand their business objectives and advise on treasury operations improvements.
  • Engage at all organizational levels to promote Bank of America solutions and cross-sell products.
  • Partner with internal teams, including CBK/IBK bankers, product, client service, global markets, and credit, to provide expert consultation and deliver the best solutions.
  • Manage and grow frontline treasury revenue streams across cash management, FX, trade finance, cards, liquidity, and other GPS solutions for assigned clients.
  • Navigate regional geographies to deliver global solutions and expand revenue and profits.
  • Coordinate with global TSO teams outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications:

  • Minimum 10 years of sales experience selling treasury solutions.
  • At least 5 years of selling treasury solutions within the banking industry.
  • Strong strategic sales abilities with industry understanding.
  • Excellent relationship-building skills.
  • Proven sales success record.
  • Ability to manage long sales cycles.
  • Strong knowledge of USD Clearing products.
  • Bachelor's degree in Finance, Business Administration, Economics, or related fields, or equivalent work experience.
  • Working knowledge of US banking regulations, including AML, OFAC, and KYC.
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and in teams.

Additional Qualifications:

  • Familiarity with Salesforce & Tableau.
  • Knowledge of trade products like letters of credit and standby letters of credit.
  • Proficiency in Microsoft Office Suite.

Shift: 1st shift (United States)

Hours Per Week: 40

Pay Range: $127,500 - $230,000 annually, based on experience, education, and skills. Discretionary incentive eligible.

This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support employee growth and community impact.

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Job Tags

Full time, Work experience placement, Work at office, Shift work, Day shift,

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