Treasury Sales Analyst I — Client Growth & Analysis

Partners in Digital Health; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in Charlotte, NC seeks a Treasury Sales Associate to support end-to-end treasury sales processes for the HTSR team. You will coordinate industry and client research, assist with pricing analyses, and ensure accurate sales data across core systems, enabling revenue growth and strong client relationships.

The role emphasizes collaboration with AML/onboarding, product partners, and TSOs, with travel up to 5% and a focus on proactive planning and client management.

Qualifications

• Minimum 1 year treasury management/corporate banking experience or completion of a training program.
• Ability to travel up to 5% of time.
• Strong business and financial acumen for problem solving, trend analysis, risk management, and client meetings.

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers on the HTSR team to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research; supports pre-call planning for TSOs and product partners.
• Maintains accuracy and integrity of sales data across core systems (deal pipeline, client plans, call reports, pricing, rates).
• Produces and supports client and portfolio-level analyses (profitability, revenue performance, product usage, balance trends, variance).
• Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding for new entities.

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

Certified Treasury Professional (CTP) or equivalent

Tools

Microsoft Office

Job description

Bank of America in Charlotte, NC seeks a Treasury Sales Associate to support end-to-end treasury sales processes for the HTSR team. You will coordinate industry and client research, assist with pricing analyses, and ensure accurate sales data across core systems, enabling revenue growth and strong client relationships.

The role emphasizes collaboration with AML/onboarding, product partners, and TSOs, with travel up to 5% and a focus on proactive planning and client management.