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Treasury Sales Client Officer II

Toronto, , Canada

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

GPS Overview

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Job Description
Reporting to the Head of Global Payments Solutions Canada for the Global Commercial Banking segment, we are looking for a Treasury Sales Client Officer (TSCO) in Toronto for Global Commercial Bank clients. This TSCO will coordinate their client activities with global and regional support partners, as required, to ensure that both client and bank objectives are effectively met.

To be successful in the role, the TSCO must maintain a strong client focus, and must build a strong internal network across the region. The TSCO will be required to manage multiple competing priorities with an understanding of the bank, the operational aspects of the products and services, and the key risks to the institution.


  • Manage and grow an existing portfolio of commercial banking clients with low/medium complexity for Global Treasury related solutions

  • Act as the main client coverage for Global Treasury related needs, facilitating all aspects of the client and bank requirements including  Implementation and Client Service coordination, pricing and billing changes and client selection

  • To be successful in the role, TSCO must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

  • Schedule and perform client portfolio reviews, and cross sell Treasury products and services

  • Leverage tools, systems and resources to ensure appropriate understanding and ensure accuracy within these client relationships and the wider portfolio

  • Respond to all client and partner phone/email requests in a timely manner and keep stakeholders up-to-date on progress

  • Clear any implementation obstacles in order to maintain client momentum and speed time to revenue

  • Review competitive and client data to compare pricing across a portfolio to maintain optimal profitability

  • Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.

  • Participate in and lead solution and capabilities demonstrations for clients

  • Demonstrate knowledge of all treasury management products to recognize opportunities for efficiency

  • Proactively broaden product knowledge and remain current with product, business partner and market trends and updates

  • Develop strong working relationship with partners; share ideas and best practices within GTS Sales team

  • Own ad hoc projects

Behavioral Qualifications

  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities 

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo 

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge


  • 5+ years of experience in corporate or commercial banking sector, preferably in treasury sales with exposure to Canada, US and international treasury management

  • Knowledge of cash management and familiarity with credit, trade and foreign exchange

  • Strong interpersonal skills and ability to create long term relationships with customers and internal partners, including senior relationship owners

  • Excellent organization skills and ability to prioritize workload from diverse sources

  • Able to manage multiple projects simultaneously while meeting associated deadlines

  • Excellent verbal and written communication skills, ability to clearly and convincingly articulate complex ideas and concepts

  • Focuses on customers and clients with experience in client facing roles

  • Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Learn more about this role

Full time


Manages People:

Street Address

Primary Location:
181 BAY ST, Toronto, M5J 2V8