Treasury Sales Officer III - Global Fig Investments & Securities

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 Investments & Securities. The primary responsibilities include leading client engagements, managing a portfolio of critical clients, originating new relationships, expanding existing portfolios through cross-selling treasury solutions, and driving revenue and profitability. The role requires deep client focus, strong industry expertise, and the ability to lead consultative dialogues with senior client stakeholders. It also involves managing and developing sales analysts and championing digital payment adoption. The position requires a minimum of 10 years of experience in banking/treasury/financial services and a proven track record in treasury management sales.

What you'd actually do

  1. The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
  2. Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments 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

  • 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 across Private Capital and Asset Management Clients.
  • 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.

What the JD emphasized

  • Minimum of 10 years of relevant experience in banking, treasury and/or financial services
  • Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships across Private Capital and Asset Management Clients.