Global Treasury Sales Associate I

Bank of America; United States; On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to manage end-to-end client relationships within an assigned portfolio, coordinating CMP activities and collaborating with product and service partners to tailor treasury solutions.

You will support client onboarding, pricing decisions, and revenue growth across domestic and international markets, while working with AML/compliance and cross-functional teams. A strong financial acumen and pro-active client engagement are essential.

Qualifications

• 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 enabling effective problem solving and client meetings.
• Builds strong client relationships through effective communication.
• Proactive mindset and effective time management.
• Results-driven and client/team focused.
• Strong computer skills including Microsoft Office.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers for Private Bank clients focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing.

Skills

Treasury experience

Corporate banking

Travel up to 5%

Financial acumen

Communication

Time management

Problem solving

Education

Bachelor’s degree or equivalent

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to manage end-to-end client relationships within an assigned portfolio, coordinating CMP activities and collaborating with product and service partners to tailor treasury solutions.

You will support client onboarding, pricing decisions, and revenue growth across domestic and international markets, while working with AML/compliance and cross-functional teams. A strong financial acumen and pro-active client engagement are essential.