Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Treasury Sales Client Officer II (West) role.

Rezi rewrites your resume against Bank of America's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Treasury Sales Client Officer II (West) posting at Bank of America — free, in seconds.

About the Role

The Healthcare, Higher Education and Not-for-profit Treasury Sales Client Officer will act as the primary client interface for a portfolio of high-revenue, complex Treasury clients. This role focuses on accelerating revenue realization by leading and coordinating the delivery of complex treasury, cash management, card, merchant, and deposit solutions. The position requires independent judgment, operational excellence, process improvement, and rigorous execution of assigned projects.

Responsibilities

Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
Partners closely with client-facing teammates to consult on sales opportunities and provides product expertise and consultation.
Maintains client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
Develops data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts.
Participates in the Client Management Process focusing on client relationship development from growth of new client relationships to deepening existing relationships.
Ensures service and fulfillment related requests/queries are directed to the relevant teams, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress.
Identifies cross-sell opportunities through scope expansions driven by client interactions.
Consults with the client as their single point of contact through implementation and testing of multiple products while helping to bridge project plans across various payment solutions and fulfillment teams.
Facilitates internal and external client calls to work through implementation requests for successful completion.
Leverages key stakeholders to drive process improvement, operational excellence and successful completion of the client’s project, including resolving escalations with product setup.
Troubleshoots, researches, and responds to internal client team requests for resolutions and resolves complex escalations using sound judgment and decision making.
Follows project management disciplines to ensure projects remain on track to meet the client’s target delivery dates.
Validates all services meet client expectations post-implementation, and ensures a smooth hand-off to Client Services at the conclusion of the implementation project.

Requirements

3 years of prior treasury sales experience
Product and financial acumen
Proven track record of leading complex projects from inception through completion, driving alignment across diverse stakeholders and delivering results within established deadlines and budgets.
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionate curiosity, courage, knowledge of bank network and effective business partnering

Skills

Treasury sales
Project management
Client relationship management
Product expertise
Financial acumen
Verbal communication
Written communication
Presentation skills
Data analysis
Organizational skills
Prioritization
Time management
Global cash management
Risk management
Business partnering

Location

Los Angeles, CA
Newport Beach, CA
San Diego, CA
San Francisco, CA

Work Type

In-office
Full-time

Experience Level

Mid-level

Education Level

Bachelor's degree in finance, accounting, management, or a related field (desired)
For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience (a plus)

Salary/Compensations

$107,000.00 - $133,500.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support for employees
Discretionary incentive eligible

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 drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
You can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

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.