Global Treasury Sales Associate

Tech Sales Jobs; Pasadena (CA); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Associate I in the Los Angeles area to facilitate end-to-end relationships with Treasury Sales Officers and drive revenue domestically and internationally. You will coordinate with product partners, manage client onboarding, and support CMP processes.

The role involves preparing pricing analyses, conducting industry research, and contributing to client proposals and pitchbooks for meetings with Commercial clients. Travel up to 5% may be required.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completed training program.
• Ability to travel up to 5%.
• Strong business and financial acumen for client meetings and risk management.
• Builds client relationships through effective communication and collaboration.
• Proactive mindset and time management.
• Results-driven with client and team focus.
• Strong MS Office skills.

Responsibilities

• Support end-to-end treasury sales process for Commercial clients to grow revenue domestically and internationally.
• Coordinate research and pre-call planning with internal partners.
• Maintain accuracy of sales data across core systems and pricing.
• Produce analysis on profitability, revenue trends, and product usage.
• Assist with AML onboarding and client readiness.
• Coordinate Client Management Process and revenue tracking.
• Develop proposals and pitchbooks for pre-call planning.
• Model price and cost-benefit analyses for pricing strategies.
• Collaborate with product and support partners to grow revenue and deepen relationships.
• Support client onboarding and training during implementation.

Skills

Treasury management experience

Corporate banking

Client relationship building

Pricing strategy

MS Office

Travel up to 5%

Analytical thinking

Sales support

Education

Bachelor’s degree or equivalent

Certified Treasury Professional (CTP)

Job description

Bank of America is seeking a Treasury Sales Associate I in the Los Angeles area to facilitate end-to-end relationships with Treasury Sales Officers and drive revenue domestically and internationally. You will coordinate with product partners, manage client onboarding, and support CMP processes.

The role involves preparing pricing analyses, conducting industry research, and contributing to client proposals and pitchbooks for meetings with Commercial clients. Travel up to 5% may be required.