Treasury Sales Associate I

Bank of America

. Support the end-to-end treasury sales process for Treasury Sales Officers in the Global Government and Enterprise Portfolio .

Posted 10/7/2026full-timeUnited StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core 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 revenue growth strategies, client relationship management, and financial analysis. Proficient in conducting market research and developing pricing strategies to enhance client engagement and profitability.

Highest-signal resume keywords

Treasury Management ExperienceFinancial AnalysisClient Relationship ManagementRevenue Growth StrategiesRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProfitability AnalysisCost-Benefit AnalysisPricing StrategiesData Integrity Management

Soft Skills

Effective CommunicationProblem SolvingCollaborationTime ManagementProactive Mindset

Tools & Technologies

Microsoft Office

Industry Keywords

Corporate BankingTreasury SalesClient Management ProcessKYC OnboardingRevenue Tracking

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers in the Global Government and Enterprise Portfolio
Develop strategies to grow revenue domestically and internationally
Coordinate industry, prospect, and client research for pre-call planning
Maintain accuracy and integrity of sales data across core systems
Produce client and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
Coordinate the Client Management Process, including client planning, calling efforts, meetings, delivery, follow-up, and revenue tracking
Conduct industry, client, and prospect research to develop 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 clients through implementation, onboarding, and training
Participate in in-person calling activities and 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
Effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office

Benefits

Comp & perks

In-office culture with an appropriate level of flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Support for physical, emotional, and financial wellness
Affordable, competitive and flexible benefits
Annual discretionary incentive plan eligibility
Paid time off
Benefits eligibility
Resources and support to employees