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About the Role

This role helps drive new merchant business acquisition in direct partnership with Treasury Sales Officers (TSOs) and collaboration with relationship managers. It involves engaging clients as part of the extended client team for more complex merchant sales, requiring a deep understanding of a client’s commerce ecosystem and the ability to consult on integration, industry standards, trends, and broader bank product solutions. The position serves as the main point of contact for new merchant business sales for higher valued and more complex opportunities, demanding skill in developing tailored value propositions and appropriately positioning value across the merchant solutions set. The role requires working across a matrixed coverage organization to achieve objectives, providing strategic guidance, and overseeing key elements of the merchant product sales cycle to develop new business and ensure consistent pipeline growth and conversion.

Responsibilities

Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support.
Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise.
Supports banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle.
Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams.
Identifies and develops responses to emerging product trends, competitive strategies, and market gaps.
Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies.
Participates as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.

Requirements

2-5 years of Core Acquiring (Credit/Debit) industry experience.
2-5 years of direct sales experience.
2-5 years of sales experience including C-level sales.
Ability to travel 50% of the time.
Expert knowledge of POS (integrated/standalone) payment interfaces.
Strong analytical and organizational skills.
Ability to cultivate and strengthen client relationships with senior business and IT staff members.
Ability to technically consult with C-level executives within client environment.
Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways.
Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmission.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators.

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

Location

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Work Type

1st shift
40 hours per week

Experience Level

2-5 years

Salary/Compensations

$109,200.00 - $135,500.00 annualized salary

Benefits

Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan.
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About the Company

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 and providing a culture of caring is core to how we drive Responsible Growth.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Join us!