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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 a strong focus on client relationship building, proposal development, and revenue growth strategies. Proficient in analyzing financial data and delivering tailored treasury solutions to meet client needs.
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, Dedicated 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 meeting preparation, delivery, follow-up, and revenue/pathway tracking
- Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks
- Complete price and cost-benefit analysis models and support pricing strategies
- Develop strategies to grow revenue and deepen existing relationships
- Support implementation, client onboarding, and training activities
- Ensure sales data accuracy, including sales pathways, call reporting, and profitability reporting
Requirements
What you’ll need- Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
- Ability to analyze issues and develop 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
- Proven 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 as an individual contributor and collaborative team member
- Bachelor's degree or equivalent work experience (desired)
- Certified Treasury Professional certification or equivalent (desired)
- Experience in the financial services industry and/or corporate treasury (desired)
- Experience prospecting and developing new business (desired)
Benefits
Comp & perks- Discretionary incentive eligible; eligible to participate in the annual discretionary plan
- Benefits eligible
- 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
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 AnalysisMicrosoft ExcelMicrosoft WordMicrosoft PowerPointData AccuracyTrend AnalysisClient Onboarding
Soft Skills
Communication SkillsInterpersonal SkillsCritical ThinkingProblem-SolvingOrganizational Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Corporate BankingFinancial ServicesClient Management ProcessRevenue Growth StrategiesRisk Management