Treasury Sales Officer III - Global Fig Insurance & Specialty

Bank of America Bank of America · Banking · New York, NY +1

This role is for a Treasury Sales Officer III at Bank of America, focusing on Global FIG Insurance & Specialty Finance clients. The primary responsibilities include managing a large portfolio of clients, leading treasury management relationships, driving new client acquisition and expansion through cross-selling solutions, owning revenue and profitability outcomes, and acting as a digital ambassador for treasury management services. The role requires extensive experience in banking, treasury sales, and strong relationship-building capabilities.

What you'd actually do

  1. The Senior Treasury Sales Officer (TSO III) for the Global FIG Insurance & Specialty Finance Team will be responsible for managing a large portfolio of critical Non Bank Financial Institution Clients.
  2. Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Insurance, Mortgage and broader Non Bank Financial Institution segments. The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
  3. Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
  4. Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
  5. Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.

Skills

Required

  • Minimum of 10 years of relevant experience in banking, treasury and/or financial services
  • Ability to Travel between up to 50% of time including long day and some overnight travel.
  • Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships.
  • Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments
  • Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders.
  • Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction.
  • Sound judgment in balancing client objectives, team priorities, and the bank’s risk and control framework.
  • Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team.
  • Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts.
  • Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers.

Nice to have

  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree
  • Certified Treasury Professional Certification (CTP) or equivalent
  • MBA or Equivalent
  • International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
  • Inclusive and Inspiring: Seeking motivating team players who value collabo