Treasury Sales & Analytics Associate

Bank of America; New York (NY); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is hiring for a Treasury Sales role within its Business Banking team in the United States. The position focuses on supporting end-to-end treasury sales processes, coordinating research, and ensuring data accuracy across pricing and profitability reporting.

The role requires building strong client relationships, effective communication, and collaboration with product specialists to drive revenue growth and client onboarding. Travel up to 5% is possible.

Qualifications

• Ability to travel up to 5%
• Strong business and financial acumen enabling effective problem solving and client meeting prep
• Proven ability to build client relationships through clear communication and collaboration
• Proactive mindset with good time management and a results-driven approach
• Experience in using Microsoft Office and financial data systems

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 to support pre-call planning and product positioning.
• Maintains accuracy and integrity of sales data across core systems, including pricing and profitability reporting.
• Prepares analyses and presentations for client meetings and portfolio reviews.
• Assists in pricing strategies including non-standard pricing with Treasury Sales Officers.
• Partners with Product Specialists to develop revenue growth strategies and deepen client relationships.
• Supports client onboarding, implementation, and training activities.

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

High School Diploma / GED

Certified Treasury Professional

Job description

Bank of America is hiring for a Treasury Sales role within its Business Banking team in the United States. The position focuses on supporting end-to-end treasury sales processes, coordinating research, and ensuring data accuracy across pricing and profitability reporting.

The role requires building strong client relationships, effective communication, and collaboration with product specialists to drive revenue growth and client onboarding. Travel up to 5% is possible.