Global Treasury Sales Strategist

Bank of America; New York (NY); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Discretionary incentive eligibility

Job summary

Bank of America is seeking a Treasury Sales professional to manage and grow domestic and international client relationships within an assigned portfolio. You will support end-to-end treasury sales processes, coordinate with product partners, and help implement customized treasury solutions for clients.

Key duties include preparing proposals, pricing analyses, and ensuring accurate sales data across systems. Travel up to 5% is expected; strong communication and collaboration 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 for problem solving, trend analysis and client meetings.
• Builds strong client relationships through effective communication and collaboration.
• Proactive mindset and effective time management.
• Results-driven mindset prioritizing client and team interests.

Responsibilities

• Supports end-to-end treasury sales process for TSOs and Private Bank clients to grow revenue domestically and internationally.
• Coordinates research and pre-call planning with product partners and clients.
• Maintains accuracy of sales data across core systems and pricing.
• Delivers profitability analysis and revenue performance reviews for client portfolios.
• Coordinates KYC onboarding and client readiness with AML teams.
• Supports CMP activities including planning, outreach, and revenue tracking.
• Prepares pricing strategies and non-standard pricing with TSOs.
• Develops strategies with product partners to grow revenue and deepen relationships.
• Assists with client onboarding and training during implementation.

Skills

Treasury management

Corporate banking

Client relationship management

Communication

Time management

Proactive mindset

Microsoft Office

Education

Bachelor’s degree or equivalent work experience

Certified Treasury Professional (CTP) or equivalent (desirable)

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to manage and grow domestic and international client relationships within an assigned portfolio. You will support end-to-end treasury sales processes, coordinate with product partners, and help implement customized treasury solutions for clients.

Key duties include preparing proposals, pricing analyses, and ensuring accurate sales data across systems. Travel up to 5% is expected; strong communication and collaboration are essential.