Sales Officer Jobs
Sales Officer jobs are open across banking, insurance, fintech, and healthcare at every level from entry-level account representative to senior sales officer, with specializations in commercial lending, business development, and retail sales. See the openings below and apply to the ones that match your experience.
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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
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.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
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.
The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the Global Large Corporate Healthcare Group. They will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives
The TSO will be responsible for managing and aggressively growing treasury revenue across a portfolio of Global Large Corporate Healthcare clients, across subsectors of Pharma, Med-tech and healthcare payers.
The TSO will be accountable for responsible revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery.
The TSO will maintain an intense client focus & client partnership. Deliver treasury industry expertise, thought leadership and a broad understanding of bank structure and the operational aspects of Global cash management products and services.to recognize opportunities for efficiency.
The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
Participate in and lead solution/capabilities demonstrations, deep dive treasury reviews, conference participation, speaking at events and producing social media industry & thought leadership content.
Proactively broaden product knowledge and remain current with continually evolving solutions, business partner and market trends and industry updates. Deliver the voice of client back into our product partners, and across the enterprise.
Develop strong working relationship with all partners; share ideas and best practices within GPS Sales team
Own special projects , that will deliver efficiency for the Bank and our clients.
Responsibilities:
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
Required Qualifications:
Minimum 8 years of experience in comparable role
Ability to travel at least 50% of the time
Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
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
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
Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
Successful history of direct treasury management sales experience with US domestic and global solutions (including but not limited to liquidity strategies, foreign exchange, and trade). Broad and deep familiarity with global treasury management products, services and trends
Proven business development and relationship management skills with a corporate client set
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills with strong executive presence
Ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Desired Qualifications:
Agility – Keep abreast of evolving healthcare trends, the macro-economic landscape, and technological advancements, which enables you to bring forward-looking ideas to clients
Cross-functional Collaboration- ability to coordinate across Product, Credit, Servicing, and coverage teams across the globe, to deliver positive client outcomes.
Executive Presence – ability to navigate discussions with senior client contacts, influence, and build strong relationships
Data-driven mindset – comfortable reading and leveraging data analytics to delver valuable insights to clients
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
Prospecting
Shift:
1st shift (United States of America)Hours Per Week:
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Find Sales Officer JobsSales Officer Job Market
Who's Hiring
- Mutual of Omaha Mortgage26

- Neighbors Bank13

- Bank of America11

- Fulton Bank5

- Primary Residential Mortgage5

Top Industries Hiring
- Banking & Financial Services
- Insurance
- Technology & Software
- Construction & Real Estate
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in sales officer jobs.
- Proven experience meeting or exceeding a defined sales quota
- Proficiency with CRM software for pipeline management and reporting
- Bachelor's degree in business, finance, marketing, or a related field
- Strong communication and consultative selling skills
- Experience developing and managing a portfolio of client accounts
- Familiarity with financial products, lending, or insurance depending on industry
Tips for Your Sales Officer Job Search
Quantify your pipeline on your resume
Sales officer resumes live or die by numbers. Replace vague phrases like 'grew revenue' with specific figures: quota attainment percentages, portfolio size, and the number of accounts you managed. Hiring managers scan for evidence of consistent production, not responsibilities.
Tailor applications by industry vertical
A sales officer role at a community bank differs sharply from one at a SaaS company or insurance carrier. Reframe your experience to match the vertical: emphasize loan origination for banking roles, recurring revenue for tech, and policy volume for insurance openings.
Apply early to roles that fit
Migrate Mate lists sales officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Address CRM proficiency on your resume
Most sales officer postings screen for CRM experience before the first call. Name the specific platforms you have used and describe how you used them, such as managing forecasts, logging activity, or generating pipeline reports, rather than listing them as bare keywords.
Prepare a concise revenue narrative for interviews
Interviewers for sales officer roles almost always ask you to walk through your best quarter or deal. Practice a two-minute story that covers the account situation, your approach, the objections you handled, and the result. Vague answers about 'team effort' hurt your candidacy.
Negotiate using your verified production data
When you receive an offer, bring documented proof of your quota attainment rather than making verbal claims. Showing a consistent pattern of performance gives you a concrete basis for negotiating base salary, commission structure, or territory assignment.
Sales Officer Jobs: Frequently Asked Questions
Which companies are hiring the most sales officers?
The most active employers for sales officers right now are Mutual of Omaha Mortgage, Neighbors Bank, and Bank of America, and the most openings are in Florida, New York, and California, based on current listings on Migrate Mate as of August 2026. Demand is concentrated in financial services, insurance, and technology sectors.
How many sales officer jobs are remote?
About 51% of sales officer openings are fully remote or hybrid as of August 2026, with remote work most common in inside sales, SaaS account management, and business development roles. Field-based and commercial banking positions are more likely to require an in-office or on-site presence.
How do you become a sales officer?
Most sales officers start in entry-level roles such as sales associate, account representative, or loan officer trainee and build up to the officer title by consistently meeting quotas and taking on larger accounts. A bachelor's degree in business, finance, or marketing is the standard baseline. Some industries, particularly banking and insurance, expect product-specific certifications before promoting to the officer level.
Can you get hired as a sales officer with little experience?
Yes, entry-level sales officer roles exist, particularly at banks, insurance carriers, and retail financial services firms that run structured training programs. Candidates with strong communication skills, a relevant internship, or experience in customer-facing roles like retail management have a realistic path in. Applying to companies with formal sales development programs improves your odds significantly.
What does the sales officer interview process look like?
The process typically starts with a phone screen focused on your sales background and quota history, followed by one or two in-person or video rounds. Expect a behavioral interview, a product knowledge or role-play exercise, and a meeting with a sales manager. Some employers ask you to present a mock pitch or a short territory plan as a final round.
Where can I find and apply to sales officer jobs?
You can find and apply to sales officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your background, experience level, and preferred industry, then apply directly to each listing that matches.
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