Treasury Growth & Client Strategy Associate

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

Job summary

Bank of America is seeking an organized Treasury Sales Support professional for its Business Banking team in the United States. The role focuses on end-to-end treasury sales processes, pricing strategies, and cross-functional collaboration to grow revenue and optimize client profitability.

You will coordinate research, prepare client proposals, and support onboarding and implementation while maintaining data integrity across core systems. Strong communication and analytical skills 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%.
• Demonstrates strong business and financial acumen enabling effective problem solving and client meeting prep.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client and team interests.
• Strong computer application skills, including Microsoft Office.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Business Banking team focused on growing revenue.
• Coordinates industry, prospect, and client research for high-quality pre-call planning.
• Maintains accuracy and integrity of sales data across core systems, including reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability and revenue trends.
• Develops proposals and pitchbooks from industry and client research for pre-call planning.
• Performs price and cost-benefit analyses to inform pricing strategies.
• Partners with Product Specialists to grow revenue and deepen client relationships.
• Supports clients through onboarding and training activities.
• Ensures accuracy of sales data and profitability reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities.
• Prepares analysis and presentation materials for client meetings.
• Completes card agreements and gathers documentation for implementation.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an organized Treasury Sales Support professional for its Business Banking team in the United States. The role focuses on end-to-end treasury sales processes, pricing strategies, and cross-functional collaboration to grow revenue and optimize client profitability.

You will coordinate research, prepare client proposals, and support onboarding and implementation while maintaining data integrity across core systems. Strong communication and analytical skills are essential.