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Posted: 10/21/2026Treasury Sales Associate I
Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury management and corporate banking, with strong capabilities in client relationship management, proposal development, and revenue growth strategies. Proficient in financial analysis, critical thinking, and effective communication to support client needs and drive business success.
Highest-signal resume keywords
Treasury Management ExperienceClient Relationship ManagementProposal DevelopmentFinancial AnalysisCertified Treasury Professional
About the role
Key responsibilities & impact- Support Treasury Sales Officers managing and growing Global Industrial client relationships
- Assist with proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, and client meeting preparation, delivery, and follow-up
- Participate in client meetings and ad hoc direct sales opportunities
- Partner with Treasury Sales Officers, Corporate Bankers, Product Solutions Specialists, service and implementation advisors, and other partners
- Deliver thought leadership and treasury advisory for client cash management requirements
- Develop and execute portfolio growth strategies with Treasury Sales Officers
- Collaborate with Trade, Liquidity, Investment, and Foreign Exchange partners
- Develop and maintain differentiated client relationships and provide treasury industry expertise
- Coordinate the Client Management Process, including client planning, calling efforts, team meetings, and revenue/pathway tracking
- Conduct industry, client, and prospect research to develop strategies, proposals, and pitchbooks
- Complete price and cost-benefit analysis models and support non-standard pricing
- Develop strategies to grow revenue and deepen existing relationships
- Support implementation, client onboarding, and training activities
- Maintain accurate sales data, sales pathways, call reporting, and profitability reporting
- Participate in in-person calling activities
Requirements
What you’ll need- Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
- Experience analyzing issues and developing solutions to build strong relationships with clients, colleagues and business partners
- Experience working in a fast-paced environment
- Strong computer application skills, including Microsoft Office
- Excellent verbal, written communication, listening, presentation, and interpersonal skills
- Broad familiarity with treasury management products, services and trends
- Critical thinking, problem-solving, trend and opportunity analysis, and strong attention to detail
- Ability to work independently in a fast-paced environment with competing priorities under time pressure
- Strong organizational, time management, and prioritization skills
- High degree of competence with MS Excel, Word, and PowerPoint
- Strong business/financial acumen
- Ability to foster strong partnerships and build rapport with client contacts
- Ability to effectively manage risk while balancing client, team, and bank needs
- Ability to work independently and collaboratively, proactively engaging internal partners
- Bachelor's degree or equivalent work experience
- Certified Treasury Professional certification or equivalent (desired)
- Experience in financial services and/or corporate treasury (desired)
- Experience prospecting and developing new business (desired)
Benefits
Comp & perks- Annual discretionary incentive plan eligibility
- Benefits eligibility
- Paid time off
- Resources and support for employees
- In-office flexibility based on role-specific responsibilities and business needs
- Opportunities to learn, grow, and make an impact
- Career development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ProductsPrice ModelingRevenue TrackingCost-Benefit AnalysisMS ExcelMS WordMS PowerPointData ReportingTrend AnalysisPipeline Maintenance
Soft Skills
Communication SkillsInterpersonal SkillsOrganizational SkillsCritical ThinkingProblem-Solving
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Corporate BankingFinancial ServicesClient Management ProcessRevenue Growth StrategiesClient OnboardingTreasury AdvisoryLiquidity ManagementForeign ExchangeInvestment ManagementBusiness Development