Treasury Sales Analyst - Strategic Client Growth

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a Treasury Sales Support specialist to assist Officers on the General Industries - Middle Market team. You will help plan and execute sales efforts, coordinate client research, and ensure accurate pricing and data across systems.

You will collaborate with AML onboarding, prepare client presentations, and support onboarding and implementation activities to grow revenue and deepen relationships.

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 problem solving and client meetings.
• Proactive communication and time management.
• Two to five years of banking experience across sales, operations, compliance, product management.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the General Industries - Middle Market team.
• Coordinate industry, prospect, and client research for pre-call planning.
• Maintain accuracy of sales data across core systems and pricing.
• Produce client and portfolio analysis including profitability and trends.
• Collaborate with AML onboarding to coordinate KYC for new entities.
• Assist with Client Management Process (CMP) activities and revenue tracking.
• Develop proposals and pitchbooks for pre-call planning.
• Create pricing strategies with non-standard pricing.
• Work with Product Specialists to grow revenue and deepen relationships.
• Support client onboarding and training activities.
• Ensure accuracy of sales data and profitability reporting.
• Participate in in-person calling and direct sales opportunities.
• Escalate and manage service issues with appropriate resources.
• Prepare analysis and presentation materials for client meetings.
• Gather documentation for card agreements and 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

Bachelors Degree or Equivalent Work Experience

Certified Treasury Professional certification or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales Support specialist to assist Officers on the General Industries - Middle Market team. You will help plan and execute sales efforts, coordinate client research, and ensure accurate pricing and data across systems.

You will collaborate with AML onboarding, prepare client presentations, and support onboarding and implementation activities to grow revenue and deepen relationships.