Treasury Sales Associate I

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

Job summary

Bank of America is seeking a Treasury Sales Associate to support TSOs in managing and growing Global Industrial client relationships. You will assist with client planning, proposals, price modeling, and revenue tracking, while collaborating with product and implementation teams to deliver cash management solutions.

The role offers exposure to client meetings, on‑going onboarding, and opportunities for early client-facing experience in a fast-paced environment.

Qualifications

• Minimum of two years of treasury management/corporate banking experience or successful completion of a training program.
• Analyzes issues and develops solutions to build strong relationships with clients, colleagues and business partners.
• Demonstrates experience working in a fast-paced environment.
• Strong computer application skills, including Microsoft Office.
• Excellent verbal/written communication, listening and presentation skills and interpersonal skills.
• Broad familiarity with treasury management products, services and trends.
• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings; strong attention to detail is key.
• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure.
• Strong, disciplined organizational and time management and prioritization skills.
• High degree of competence with MS Excel, Word and Powerpoint.
• Strong business/financial acumen.
• Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
• Ability to effectively manage risk while balancing the needs of the client, the team, and the bank.
• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment.

Responsibilities

• 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 the 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

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

Certified Treasury Professional

Tools

MS Excel

PowerPoint

Microsoft Word

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self‑starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Top candidates should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinkers with ability to see what's next in treasury management. Treasury Sales Associates (TSAs) are responsible for supporting Treasury Sales Officers (TSOs) managing and growing Global Industrial (GIG) client relationships, many of which are global. TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow‑up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings. They will partner with GIG TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory. TSAs work closely with TSOs to develop and execute a portfolio growth strategy. Additional collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO‑defined client objectives. TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.

Responsibilities:

• 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 the 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

Required Qualifications:

• Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
• Analyzes issues and develops solutions to build strong relationships with clients, colleagues and business partners
• Demonstrates experience working in a fast‑paced environment
• Strong computer application skills, including Microsoft Office
• Excellent verbal/ written communication. listening and presentation skills and interpersonal skills
• Broad familiarity with treasury management products, services and trends.
• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings; strong attention to detail is key
• Ability to function successfully on a self‑directed basis in a fast paced environment with competing priorities under time pressure
• Strong, disciplined organizational and time management and prioritization skills
• High degree of competence with MS Excel, Word and Powerpoint
• Strong business/financial acumen
• Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
• Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment

Desired Qualifications:

• Bachelor’s degree or equivalent work experience
• Holds a Certified Treasury Professional certification or equivalent
• Experience in the financial services industry and/or corporate treasury
• Experience prospecting and developing new business
• Strong drive and desire for career development and progression
• Intrinsically motivated to continuously improve processes and/or one’s own education
• Experience in corporate treasury and / or financial service

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Critical Thinking
• Data Management
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Analytical Thinking
• Collaboration
• Prioritization
• Written Communications
• Shift: 1st shift (United States of America)
• Hours Per Week: 40
• Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
• Pay range $95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set.
• Pay and benefits information
• Discretionary incentive eligible
• This role is eligible to participate in the annual discretionary plan.
• Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

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Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

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Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency