Treasury Sales Associate

Bank of America

. Facilitate direct end-to-end relationships with one or more Treasury Sales Officers for Private Bank clients .

Posted 10/2/2026full-timeUnited StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong business and financial acumen with a proactive mindset, effective problem-solving abilities, and a results-driven approach to managing client relationships and treasury sales activities. Proficient in client management processes, data analysis, and developing strategies for client engagement.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisCertified Treasury ProfessionalB2B Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingTrend AnalysisRisk ManagementData AnalysisCost-Benefit AnalysisSales Data ManagementClient OnboardingPortfolio ManagementPricing Strategy

Soft Skills

Effective CommunicationCollaborationTime ManagementProactive MindsetResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingB2B SalesCash Management ProductsGlobal PaymentsTreasury ManagementClient Management ProcessFinancial ServicesComplianceProduct ManagementClient Engagement

About the role

Key responsibilities & impact

Facilitate direct end-to-end relationships with one or more Treasury Sales Officers for Private Bank clients
Manage and grow assigned portfolios domestically and globally
Support treasury sales activities from sale through implementation
Coordinate the Client Management Process, including planning, client calls, meetings, follow-up, and revenue/pathway tracking
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
Produce client and portfolio analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to coordinate KYC onboarding for new legal entities
Develop strategies, proposals, and pitchbooks for client and prospect engagements
Complete price and cost-benefit analysis models and support non-standard pricing
Partner with product specialists and support partners to grow revenue and deepen relationships
Support client implementation, onboarding, and training
Participate in in-person calling and direct sales opportunities
Manage escalated service issues with appropriate resources
Prepare analysis and presentation materials for client meetings
Complete card agreements and gather documentation for implementation

Requirements

What you’ll need

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Ability to travel up to 5%
Strong business and financial acumen
Effective problem solving and trend/opportunity analysis
Risk management and preparation for client meetings
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset with prioritization of client and team interests
Strong computer application skills, including Microsoft Office
Bachelor’s degree or equivalent work experience (desired)
Certified Treasury Professional certification or equivalent (desired)
Two or more years of B2B sales and/or client service experience in financial services (desired)
Experience prospecting and developing new business (desired)
Knowledge of U.S. or international cash management products (desired)
Prior experience in Global Payments, Treasury Management, or Corporate Banking (preferred)
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management (desired)
Working knowledge of U.S. and global treasury management products, services, and industry trends (desired)

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and build a career