Treasury Sales Associate — Global Client Growth

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

Job summary

Bank of America in United States (Pasadena, CA) seeks a Treasury Sales professional to support the end-to-end sales process for commercial clients, interfacing with TSOs, AML/onboarding, and product partners to drive revenue growth domestically and internationally.

The role emphasizes data accuracy, client preparedness, pricing analysis, and cross-functional collaboration, with a focus on expanding relationships and delivering customized treasury solutions.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers for Commercial clients focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Skills

Treasury management experience

Travel up to 5%

Financial analysis

Client relationship building

Proactive mindset

Results-driven

Strong communication

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America in United States (Pasadena, CA) seeks a Treasury Sales professional to support the end-to-end sales process for commercial clients, interfacing with TSOs, AML/onboarding, and product partners to drive revenue growth domestically and internationally.

The role emphasizes data accuracy, client preparedness, pricing analysis, and cross-functional collaboration, with a focus on expanding relationships and delivering customized treasury solutions.