Treasury Sales Associate

Bank of America; Chicago (IL); On-site; USD 78,000 - 110,000; Full time

Job summary

A leading financial institution is seeking a Treasury Sales Associate to enhance revenue strategies with Public Sector Banking clients. The role involves supporting Client Managers, managing client relationships, and driving treasury product sales. Ideal candidates will have experience in a corporate client-facing role and strong analytical and communication skills. Join a diverse and inclusive workplace focused on professional growth and community impact.

Qualifications

• 2-5 years’ experience in corporate client facing role.
• Knowledge of cash management and treasury products.

Responsibilities

• Support Client Managers in driving portfolio growth.
• Prepare treasury services reviews and proposals.
• Manage ongoing client relationships.

Skills

Analytical Skills

Sales Skills

Presentation Skills

Communication Skills

Organizational Skills

Client Relationship Management

Education

Bachelor's Degree

Tools

Microsoft Office 365

Job description

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This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$78,000.00/yr - $109,700.00/yr

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Treasury Sales Associate (TSA) will be partnered with the Client Manager to focus on developing strategies to grow revenue with Public Sector Banking clients. Key accountabilities include:

• Independent focus of treasury sales opportunities
• Supporting all activities from sale through implementation
• Ongoing client relationship management
• Driving and growing Treasury products revenue

Responsibilities:

• Support Client Managers in driving portfolio growth, including client/prospect research, proposal development, and other ad hoc sales support duties
• Participate in in-person calling activities with Client Managers
• Prepare treasury services reviews, and identify treasury products and services sales opportunities
• Prepare account schematics, proposal documents, and sales presentations
• Assist in identifying solutions to client needs
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Produce pricing/cost benefit proformas and confer with the Client Manager regarding non-standard pricing and negotiation
• Resolve any non-sales client issues
• Assist clients in navigating the Bank by liaising with the Client Service, Fulfillment, Credit, and other partner teams

Required Skills:

• Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
• Knowledge of cash management and treasury products
• Excellent analytical, sales, presentation, and communication skills (written and verbal)
• Strong organizational skills with the ability to prioritize workload
• Experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with clients, colleagues, and other business partners
• Ability to recognize risk mitigation opportunities and escalation of issues
• Microsoft Office 365 experience
• Some travel required
• Bachelor's degree desired or equivalent work experience

Shift:

1st shift (United States of America)

Hours Per Week:

40

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Banking