Treasury Sales Jobs

2 jobs found

1mo ago

Treasury Product Sales Mgr II

Bank of America Chicago, IL

Chicago, IL

1mo ago Closed

$109k - $136k/yr Full time Account Management B2B Business Development

This position is no longer accepting applications (closed Aug 26, 2026).

Job Description

The Treasury Product Sales Manager II at Bank of America in Chicago leads the GPS Payment Sales Solutions practice, focusing on originating, developing, and closing complex commercial card and payables opportunities while delivering subject matter expertise and consultative guidance across the GPS client portfolio.

Location

Chicago, IL onsite

Salary

USD 109,200 - 135,500 per year

Experience and Education

Minimum five years of experience in the payables marketplace, with knowledge of the competitive landscape and regional variations
Bachelor's degree or equivalent professional experience preferred

Responsibilities

Identify and cultivate new business opportunities through proactive client outreach, industry networking, referrals, and strategic prospecting
Guide clients through the full sales lifecycle, including qualification, solution design, pricing, proposals, demonstrations, contract negotiations, and closure
Provide subject matter expertise across the GPS payables portfolio, such as Purchasing Cards, Corporate Travel Cards, Virtual Payables, Virtual Travel Cards, Comprehensive Payables, and related B2B payment solutions
Oversee complex client engagements, strategic reviews, and large-scale opportunities to deepen relationships and expand market penetration
Act as a trusted advisor to clients and internal partners by delivering consultative recommendations aligned to treasury, working capital, operational efficiency, and payment optimization
Represent Bank of America at industry conferences, client events, and market forums to raise brand awareness and generate opportunities
Collaborate with line-of-business and risk stakeholders to ensure governance, policy adherence, and risk management throughout the sales process
Coordinate with product, sales, and relationship management teams to execute segment strategies, drive client adoption, and support growth initiatives
Monitor industry trends, client priorities, emerging payment technologies, and competitive developments to identify opportunities and influence product strategy
Support market and business leadership in developing programs and best practices that advance GPS growth objectives

Key Activities

Develop and execute sales strategies to generate new opportunities and expand existing client relationships
Maintain best-in-class expertise in commercial card and payables solutions, industry trends, regulatory considerations, and competitive offerings
Lead RFI/RFP responses, finalist presentations, and executive-level solution discussions
Establish and maintain effective partnership routines across treasury sales, relationship management, product management, implementations, customer service, and executive leadership
Present deal strategies, pipeline updates, and market insights to senior leadership
Advocate for client needs by partnering with product management to identify innovation opportunities and enhance solution capabilities
Collaborate across the enterprise to access key decision makers and broaden client engagement strategies
Deliver compelling client presentations to treasury, finance, procurement, accounts payable, travel, and executive leadership teams
Conduct product and technology demonstrations while clearly communicating capabilities, value propositions, and business outcomes
Develop pricing recommendations and lead commercial negotiations to meet client and business objectives
Deliver internal education and training programs to treasury sales, relationship management, and other partners
Represent Bank of America at client conferences, trade associations, and industry events to strengthen market presence and generate pipeline opportunities
Mentor and support the development of junior sales professionals and teammates

Technologies

Microsoft Office

Skills

Business Development
Customer and Client Focus
Leadership Development
Strategy Planning and Development
Business Acumen
Change Management
Client Experience Branding
Client Solutions Advisory
Inclusive Leadership
Account Management
Adaptability
Presentation Skills
Talent Development

Shift

1st shift (United States of America)

Hours per Week

40 hours

Requirements (Candidate Qualities)

Ability to travel up to 30 percent
Motivated team players who value collaboration, embrace diverse perspectives, and celebrate shared success
Engaged teammates with a future-forward mindset who welcome change and challenge the status quo
Strong verbal and written communication skills, with ease in building relationships and contributing ideas
Self-motivated, client-focused, and high-energy individuals
Proven ability to operate in a demanding, fast-paced global environment
Experience in a highly matrixed organization
World-class presentation abilities and effective leadership in discussions
Creative thinker capable of delivering results independently or as part of a team
Experience leading technology demonstrations and dialogues
Able to manage multiple projects simultaneously
Proficient with Microsoft Office applications

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1mo ago

Treasury Sales Officer III / Business Development - Not For Profit Health and Higher Education

Bank of America Chicago, IL

Chicago, IL

1mo ago Closed

$250k - $305k/yr Full time Account Management B2B Business Development

This position is no longer accepting applications (closed Aug 13, 2026).

Job Description

Director and business development leader delivering integrated treasury solutions to healthcare and not-for-profit education clients, driving strategic plans for complex relationships and partnering with Treasury Sales Executives to grow wallet share.

Responsibilities

Develop strategic business development plans in collaboration with HENFP teams, treasury sales executives and officers for undeveloped or highly complex sector relationships.
Operate as an additive layer to current TSO coverage; the Treasury Sales Officer remains the owner of treasury and payments relationships and the final decision maker.
Shape and execute client acquisition strategies for a defined portfolio of complex healthcare relationships, prioritizing wallet share growth and new opportunities.
Support Treasury Sales Executives and banking teams in engagement strategy, call planning and solution positioning to ensure a coordinated, team-led approach to revenue generation.
Drive proactive prospecting across assigned healthcare systems, identify whitespace opportunities, and advance early-stage opportunities into actionable pipelines.
Provide leadership on complex, multi-product deal structures and emerging solutions that expand market share across payments, liquidity and working capital.
Partner with product specialists and coverage teams to design integrated, client-centric solutions spanning major Lines of Business.
Serve as a senior advisor on structuring and positioning treasury solutions for sophisticated client needs, including large-scale transformations and strategic initiatives.
Lead strategic and tactical execution of segment-level initiatives, aligning Treasury, Banking and Product organizations.
Foster collaboration between product, sales and client relationship teams to accelerate commercialization of healthcare solutions.
Support global and regional growth initiatives by translating enterprise priorities into client-level action plans.
Identify and analyze emerging product trends, competitive strategies and market gaps within the healthcare ecosystem.
Develop responses to evolving market dynamics and help shape internal product development priorities and go-to-market strategies.
Act as a feedback channel to product teams by incorporating voice-of-client insights into innovation and roadmap discussions.
Provide subject matter expertise in treasury management and product risk to assist banking partners in understanding capabilities and appropriate application.
Offer guidance across the sales cycle to ensure proper structuring, risk alignment and adherence to internal policies.
Serve as a trusted internal advisor bridging knowledge gaps between product, banking and sales teams.
Take part in client call planning, executive reviews and strategic discussions, influencing outcomes through deep industry and product expertise.
Represent the bank at key healthcare and treasury industry events, delivering thought leadership and consultative insights.
Lead high-impact discussions with CFOs, Treasurers and senior stakeholders, positioning the bank as a strategic partner in financial transformation.
Support and advise on consultant engagement strategy, identifying collaboration opportunities and contributing to deal flow through joint client pitches and referrals.
Coordinate across regional Product and Sales teams to serve customers seamlessly.
Expand thought leadership on modern treasurer and payments priorities, including ESG considerations and AI applications in treasury and payments.
Be measured on increases in Solutions Per Relationship (SPR) and new revenue for a portfolio of 25 to 50 current clients.
Work with bankers/RMs and treasury sales officers to develop a client calling strategy that advances relationships and drives incremental revenue.
Develop deep, trusted relationships at CFO or Treasurer level.
Collaborate with bankers/RMs and TSOs to assess current wallet share and identify opportunities for the designated client list.
Be accountable for Treasurer/AT level client calls on a quarterly basis.
Partner with SPS Advisory to review relationships and craft a plan of attack aligning gaps to solutions.
Meet quarterly with the TSE and GCB Head to review progress.

Requirements

20+ years of experience in cash management, working capital, liquidity, foreign exchange and merchant acquiring within transaction banking or corporate treasury settings.
Experience advising or operating within large corporate, Global Commercial Banking or multinational treasury environments, with knowledge of how treasury and payments are evolving to support shifting business and C-suite needs.
Strong analytical and problem-solving abilities, including proficiency in quantitative analysis and financial modeling.
Protects the GPS reputation across regions through risk management, governance and control aligned with the Risk Framework.

Focus Areas / Success Metrics

Drive increasing SPR and new revenue for a portfolio of 25 to 50 current clients.
Collaborate with bankers, relationship managers and treasury sales officers to craft a client calling strategy that advances relationships and revenue.
Develop deep, trusted CFO or Treasurer level relationships.
Work with bankers, RMs and TSOs to assess current wallet share and identify opportunities for the designated client list.
Be responsible for Treasurer or AT level client calls on a quarterly basis.
Partner with SPS Advisory to review relationships and map gaps to solutions with a deliberate plan of attack.
Meet quarterly with the Treasury Sales Executive and Global Commercial Banking Head to review progress.

Skills

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

Preferred Qualifications, Capabilities, and Skills

Excellent communication and presentation skills, with ability to explain complex concepts to diverse audiences.
Proven leadership in guiding client engagements and managing cross-functional teams.
Deep Payments and Transactions experience.
Organizational and political intelligence across regions and cultures.
Strong listening and communication skills.
Ability to influence across leadership, acting as an internal adviser and objective facilitator.
In-depth healthcare industry subject matter expertise.

Position Details

Location: Chicago, IL onsite
Salary: USD 250,000 - 305,000 per year
Minimum experience: 20 years
Shift: 2nd shift
Hours per week: 40

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