Treasury Sales Jobs

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

Bank of America Chicago, IL

Chicago, IL

Today

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

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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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