Treasury Sales Analyst - Growth & Client Partnerships

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

Benefits offered by this job

In-office culture with flexible, role-

Comprehensive benefits

Job summary

Bank of America in Hartford, CT seeks a Treasury Sales professional to support end-to-end sales processes, research clients, and coordinate onboarding with KYC controls. The role emphasizes proactive client engagement, pricing collaboration, and cross-functional partnership across product and AML teams.

The position requires travel up to 5% and a strong financial acumen, with a focus on building durable client relationships and delivering managed outcomes for Middle Market clients.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or training
• Ability to travel up to 5%
• Strong business and financial acumen for client meetings and problem solving
• Builds strong client relationships through effective communication
• Proactive mindset with good time management
• Results-driven with client and team priorities
• Proficient with MS Office applications

Responsibilities

• Supports end-to-end treasury sales process for Middle Market team to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability and usage analyses for clients and portfolios.
• Assists with client onboarding, CMP, and KYC processes.
• Prepares proposals and pitchbooks for pre-call planning.
• Develops pricing strategies with non-standard pricing collaboration.
• Supports product partners to grow revenue and deepen relationships.
• Delivers analysis materials for client meetings and term sheets.

Skills

Account Management

Client Management

Communication

Presentation Skills

Critical Thinking

Data Analysis

Relationship Building

Team Collaboration

Written Communications

Education

Bachelor's Degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America in Hartford, CT seeks a Treasury Sales professional to support end-to-end sales processes, research clients, and coordinate onboarding with KYC controls. The role emphasizes proactive client engagement, pricing collaboration, and cross-functional partnership across product and AML teams.

The position requires travel up to 5% and a strong financial acumen, with a focus on building durable client relationships and delivering managed outcomes for Middle Market clients.