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, financial analysis, and effective communication. Proficient in coordinating sales processes and conducting market research to drive revenue growth.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisProblem SolvingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProfitability AnalysisCost-Benefit AnalysisPricing StrategiesKYC OnboardingSales Data ManagementPortfolio ManagementMarket ResearchClient PlanningRevenue Tracking

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Industry Keywords

Corporate BankingTreasury Sales ProcessClient Management ProcessRisk ManagementSales Pipeline

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 portfolios
Support the end-to-end treasury sales process for Commercial clients
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates
Produce client and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to coordinate KYC onboarding
Coordinate the Client Management Process, including client planning, client calling, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
Conduct research and create strategies, proposals, and pitchbooks
Complete price and cost-benefit analysis models and develop pricing strategies
Partner with Product Specialists and support partners to grow revenue and deepen relationships
Support implementation, client onboarding, and training activities
Participate in in-person calling 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
Effective problem solving and analysis of trends and opportunities
Risk management and preparation for client meetings
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office

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