Treasury Sales Associate I

Bank of America

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

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 expertise in treasury management and corporate banking. Proficient in client relationship management, revenue growth strategies, and effective communication to support client onboarding and service delivery.

Highest-signal resume keywords

Treasury Management ExperienceB2B Sales ExperienceClient Service SkillsCertified Treasury ProfessionalFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue Growth StrategiesClient AnalysisCost-Benefit AnalysisKYC OnboardingSales Data ManagementTrend AnalysisRisk ManagementProposal DevelopmentPricing ModelsPortfolio Analysis

Soft Skills

Effective CommunicationProblem SolvingCollaborationTime ManagementProactive Mindset

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingTreasury ManagementCash Management ProductsGlobal PaymentsFinancial Services

About the role

Key responsibilities & impact

Facilitate direct end-to-end relationships with one or more Treasury Sales Officers
Support treasury sales processes for Private Bank clients and develop domestic and international revenue-growth strategies
Coordinate industry, prospect, and client research and support 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 client readiness and KYC onboarding
Coordinate the Client Management Process, including planning, calling efforts, meetings, follow-up, revenue, and pathway tracking
Develop strategies, 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 teams 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 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
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 a financial services environment (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 (desired)
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 supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact