Treasury Sales Associate I

Bank of America

. Facilitate a direct end-to-end relationship with one or more Treasury Sales Officers .

Posted 10/5/2026full-timeLos Angeles • California • United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, revenue growth strategies, and financial analysis. Proficient in coordinating client onboarding processes and delivering effective presentations to enhance client engagement.

Highest-signal resume keywords

Treasury Management ExperienceB2B Sales ExperienceCertified Treasury ProfessionalFinancial Analysis SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingTrend AnalysisRisk ManagementCost-Benefit AnalysisSales Data ManagementProposal DevelopmentClient OnboardingPricing StrategiesCash Management Knowledge

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsTreasury ManagementFinancial ServicesClient Management Process

About the role

Key responsibilities & impact

Facilitate a direct end-to-end relationship with one or more Treasury Sales Officers
Manage and grow domestic and global relationships within an assigned portfolio
Support the end-to-end treasury sales process for commercial clients
Develop strategies to grow revenue domestically and internationally
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-level 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
Coordinate the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
Develop strategies and create proposals and pitchbooks for pre-call planning
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 clients through implementation, onboarding, and training
Participate in in-person calling activities and ad-hoc 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
Problem solving and trend/opportunity analysis
Risk management and preparation for client meetings
Effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office
Two or more years of B2B sales and/or client service experience in a financial services environment
Bachelor’s degree or equivalent work experience
Certified Treasury Professional certification or equivalent
Experience prospecting and developing new business
Knowledge of U.S. or international cash management products
Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management
Working knowledge of U.S. and global treasury management products, services, and industry trends

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
Physical, emotional, and financial wellness support
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career