Treasury Sales Associate I - Client-Focused & Growth-Minded

Bank of America; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America in the United States is seeking a Treasury Sales professional to support end-to-end treasury solutions for financial institutions and governments. The role emphasizes client-centric service, data integrity, and collaboration with product partners to grow revenue.

You will conduct research, prepare pricing analyses, and help onboard clients while coordinating with AML and CMP processes to ensure smooth engagements.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Ability to travel up to 5%.
• Strong business and financial acumen for problem solving and client meetings.
• Demonstrates proactive mindset and time management.

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 with a client-centric mindset.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy and integrity of sales data across core systems.
• Produces and supports client and portfolio analysis including profitability and trends.
• Partners with AML and onboarding teams for client readiness and KYC onboarding.
• Assists with CMP activities including client planning, calls, meetings, and revenue tracking.
• Develops pricing strategies with non-standard pricing and product partners.
• Supports strategy to grow revenue and deepen relationships.
• Participates in in-person calling and direct sales opportunities.

Skills

Relationship Building

Portfolio Analysis

Data Management

Presentation Skills

Client Management

Oral Communications

Critical Thinking

Analytical Thinking

Problem Solving

Collaboration

Written Communications

Active Listening

Prioritization

Account Management

Customer and Client Focus

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a Treasury Sales professional to support end-to-end treasury solutions for financial institutions and governments. The role emphasizes client-centric service, data integrity, and collaboration with product partners to grow revenue.

You will conduct research, prepare pricing analyses, and help onboard clients while coordinating with AML and CMP processes to ensure smooth engagements.