Global Treasury Sales & Client Growth Associate

Bank of America; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to manage client relationships on the Middle Market Technology Team. You will support end-to-end sales, pricing, and onboarding while coordinating with product partners to grow revenue domestically and internationally.

You will analyze profitability and pricing, maintain data integrity, and help deliver customized treasury solutions for clients. A background in corporate banking and strong communication skills are required.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Strong business and financial acumen for problem solving and client meetings.
• Proactive mindset with time management and client focus.

Responsibilities

• Support end-to-end treasury sales process for Treasury Sales Officers to grow revenue domestically and internationally.
• Coordinate industry, prospect, and client research for pre-call planning and proposals.
• Maintain accuracy of sales data across systems including pipeline and pricing.
• Produce portfolio analysis and profitability reporting to inform decisions.
• Assist with CMP tasks: client planning, calling efforts, and revenue tracking.
• Collaborate with product specialists to develop pricing strategies and non-standard pricing.
• Support client onboarding, implementation, and training activities.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to manage client relationships on the Middle Market Technology Team. You will support end-to-end sales, pricing, and onboarding while coordinating with product partners to grow revenue domestically and internationally.

You will analyze profitability and pricing, maintain data integrity, and help deliver customized treasury solutions for clients. A background in corporate banking and strong communication skills are required.