Institutional Sales

Institutional Sales Finance Jobs

3 jobs found

1mo ago

Treasury Sales Officer I - Financial Institutions and Governments (FIG) - US Based LATAM Team

Bank of America Miami, FL

Miami, FL

1mo ago Closed

Full time Client Relations Financial Analysis Financial Services

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

The Treasury Sales Officer I role at Bank of America, within the Global Government Division, targets Foreign Mission and International Organization clients. Based onsite in Miami, Florida as part of the US based LATAM Team, the position aims to drive revenue growth, strengthen client engagement, shape pricing strategies, and coordinate cross functional treasury solutions.

Responsibilities

Manage Treasury Sales for Foreign Mission and International Organization Clients within the Global Government Division.
Serve as a digital ambassador promoting mobile, digital, and real time payments adoption; lead strategic dialogues on key client centric issues; leverage best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Drive revenue and product growth; lead client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and client-facing treasury presentations.
Identify and evaluate treasury solutions based on client focused cost/benefit analysis and bank profitability analysis.
Maintain a strong client focus while understanding the operational aspects of the bank.
Demonstrate strong bank and industry awareness of various treasury products and services used by clients.
Maintain a consistent level of goal achievement and be motivated to meet performance metrics.

Requirements

Education: High School Diploma / GED / Secondary School or equivalent.
Minimum experience: 3 years of treasury sales officer experience.
Ability to travel up to 20 percent of time including long days and some overnight travel.
Successful track record in treasury management sales; broad and deep familiarity with global treasury management products, services, and trends.
Proven business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills; strong executive presence.
Adept at critical and strategic thinking and problem resolution.
Strong business and financial acumen.
Ability to navigate through the enterprise, engage partners and escalate as needed.
Demonstrates the ability to foster strong partnerships within the core team.
Effectively manages competing priorities in an organized fashion while maintaining a high level of client satisfaction.
Able to work as an individual contributor as well as a close team member in a fast paced environment.
Effectively manages risk while balancing the needs of the client, the team, and the bank.

Job Description

This role leads product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and pursuing emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package market-leading solutions.

Shift

1st shift (United States of America)

Hours per Week

Location

Miami, FL (onsite)

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1mo ago

Treasury Sales Officer II- Global Payment Solutions - Non Bank Financial Institutions

Bank of America New York, NY

New York, NY

1mo ago Closed

$133k - $235k/yr Full time Client Relations Financial Services Institutional Sales

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

Delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects globally, with a focus on growing treasury revenue, expanding product penetration, and leading client-facing treasury engagements including digital payments adoption.

Responsibilities

Deliver integrated treasury solutions to Non-Bank Financial Institution clients and prospects within the Global Commercial Bank coverage.
Actively manage and pursue treasury revenue streams while expanding product penetration across the assigned portfolio.
Partner with client-facing teammates to advise on sales opportunities and tailor solutions to client needs.
Provide in-depth product knowledge to deliver optimal solutions aligned with client and prospect requirements.
Serve as a digital ambassador to drive mobile, digital and real-time payments adoption; lead strategic dialogues on client-centric issues using benchmarking, industry data analytics, and solution positioning.
Own revenue and product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and client-facing treasury presentations.
Identify and evaluate treasury solutions based on client focused cost-benefit analyses and bank profitability analyses.
Maintain a strong client focus while understanding the operational aspects of the bank.
Demonstrate broad knowledge of treasury products and services to support client success.
Lead pricing and negotiation discussions with clients to optimize profitability and year-over-year growth.
Coach Treasury Analysts and coordinate with Servicing and Implementation teams to deliver client solutions.
Develop new client relationships and deepen existing ones by proactively identifying client needs.
Ensure revenue and balance sheet growth, profitability improvement, client planning, portfolio development, pricing strategy, and compelling proposals and presentations.
Partner with bankers and product specialists across the enterprise to craft customized treasury solutions using client-focused cost-benefit and bank profitability analyses.
Balance client, team, and bank needs while effectively managing risk and maintaining high levels of client satisfaction.

Requirements

Minimum 5 years of treasury sales experience.
Ability to travel up to 10 percent of the time, including extended travel and overnight stays.
Proven track record in treasury management sales with broad familiarity of global treasury management products, services, and trends.
Strong business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation abilities.
Proven negotiation and active listening skills with a strong executive presence.
Adept at critical and strategic thinking and effective problem resolution.
Solid business and financial acumen.
Ability to navigate the enterprise, engage partners, and escalate as needed.
Demonstrated ability to foster strong partnerships within the core team.
Capable of managing competing priorities in an organized fashion while maintaining high client satisfaction.
Effective as both an individual contributor and a collaborative team member in a fast paced environment.
Experience in risk management while balancing the needs of the client, the team, and the bank.

Location

New York, NY (onsite)

Compensation

Salary: USD 133,200 - 235,000 per year

Shift

First shift (United States of America)

Hours per week

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5mo ago

Transaction and Relationship Manager, VP

Citi Tampa, FL

Tampa, FL

5mo ago Closed

$130k - $195k/yr Full time Manager Agency & Trust Bachelor's Degree

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

The role oversees the management and administration of select capital markets and specialized agency transactions, including bond issues, corporate escrow accounts, M&A/Exchange and Paying Agent activities, Medium-term Notes, programs, and Commercial Paper Issuing and Paying Agent capacities. It requires strong client service and problem-solving skills, with the ability to independently manage a transaction workload and client relationships while contributing to special projects.

Responsibilities

Administer day-to-day activities for specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, and Commercial Paper Issuing & Paying Agent roles.
Collaborate with Sales and Product teams to support existing client relationships and nurture opportunities for new business.
Address client inquiries and coordinate with functional partners on any servicing requirements or issues.
Provide backup coverage to other administrators within the transaction management group.
Support the client lifecycle from acquisition through initial engagement, implementation, and ongoing maintenance of transactions.
Assist clients and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
Review and process day-to-day transaction activity.
Answer inquiries from internal and external Agency & Trust clients in connection with transactions.
Adhere to A&T/Citi policies and procedures for client onboarding, deal implementation, account opening, and deal maintenance.
Coordinate with Operations for transaction setup, activity, and reporting; handle inquiries from clients and other stakeholders.
Demonstrate commitment to the bank's reputation and safeguarding Citi, its clients and assets by ensuring compliance with applicable laws and regulations, applying ethical judgment, and escalating and reporting control issues with transparency.
Participate in routine client calls with existing and prospective Agency & Trust customers.

Qualifications and Experience

Minimum five years of Corporate Trust or comparable relevant experience in corporate banking.
Proven experience in deal implementation and ongoing maintenance.
Solid knowledge of Corporate Trust concepts.
Ability to analyze and interpret complex Corporate Trust legal documents.
Capacity to manage a diverse set of internal and external demands.
Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
Ability to work under pressure and meet deadlines or adapt to changing requirements.
Strong problem-solving and decision-making capabilities.
Analytical and influencing skills with clear written and verbal communication.

Education

Bachelor’s degree or equivalent professional experience; Master’s degree is preferred.

Location

Tampa, Florida

Details

Work Type: Full time
Salary Range: $129,840.00 – $194,760.00
Time Type: Full time
Primary Location: Tampa, FL, United States

Benefits and Compensation

In addition to base salary, Citi may provide discretionary and formulaic incentive and retention awards. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned vacation, sick leave, and paid holidays. For more detail on Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

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Institutional Sales Finance Jobs

Treasury Sales Officer I - Financial Institutions and Governments (FIG) - US Based LATAM Team

Treasury Sales Officer II- Global Payment Solutions - Non Bank Financial Institutions

Transaction and Relationship Manager, VP

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