Treasury Sales Associate I - Client-Focused Banking

Bank of America; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking an experienced Treasury Sales Support professional to drive end-to-end processes with Treasury Sales Officers for financial institutions and governments. You will coordinate pre-call planning, research, and client engagement to grow revenue and deepen relationships.

The role requires strong analytical skills, data accuracy, and collaboration with AML/onboarding teams to ensure client readiness. On-site work with travel up to 5% is expected.

Qualifications

• Bachelor's degree or equivalent work experience.
• Two or more years of B2B sales and/or client service experience in a financial services environment.
• Experience prospecting and developing new business.
• Knowledge of U.S. or international cash management products.
• Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
• Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
• Working knowledge of U.S. and global treasury management products, services, and industry trends.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers for Financial Institutions and Governments Team.
• Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset.
• 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.

Skills

Account Management

Client Management

Oral Communications

Presentation Skills

Analytical Thinking

Data Management

Relationship Building

Education

Bachelor's degree or equivalent work experience

Job description

Bank of America is seeking an experienced Treasury Sales Support professional to drive end-to-end processes with Treasury Sales Officers for financial institutions and governments. You will coordinate pre-call planning, research, and client engagement to grow revenue and deepen relationships.

The role requires strong analytical skills, data accuracy, and collaboration with AML/onboarding teams to ensure client readiness. On-site work with travel up to 5% is expected.