Treasury Growth & Analytics Associate

Bank of America; Boston (MA); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Benefits eligibility

Job summary

Bank of America is seeking a Treasury Sales Coordinator for the Business Banking team in Boston to help drive revenue through end-to-end treasury sales processes. You will coordinate research, assist pre-call planning, and support pricing strategies while ensuring data integrity across systems.

The role emphasizes client relationship development, collaboration with product partners, and accurate reporting as you enable efficient onboarding and implementation for clients.

Qualifications

• Strong business and financial acumen for problem solving, trend analysis, risk management and client meetings.
• Experience building client relationships through effective communication and collaboration.
• Prioritizes client and team interests with a proactive mindset.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Business Banking team focused on developing strategies to grow revenue.
• 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 all reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree or equivalent work experience

Certified Treasury Professional certification or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales Coordinator for the Business Banking team in Boston to help drive revenue through end-to-end treasury sales processes. You will coordinate research, assist pre-call planning, and support pricing strategies while ensuring data integrity across systems.

The role emphasizes client relationship development, collaboration with product partners, and accurate reporting as you enable efficient onboarding and implementation for clients.