Treasury Sales Associate I: Client Growth

Bank of America; Minneapolis (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America in Minnesota seeks a Treasury Sales Associate to support end-to-end treasury sales for the Middle Market Team. You will coordinate with product partners, conduct industry and client research for pre-call planning, and help drive revenue growth domestically and internationally.

The role emphasizes maintaining data accuracy, producing client and portfolio analyses, and collaborating with AML/onboarding teams to facilitate client readiness. Travel up to 5% may be required.

Qualifications

• Bachelor’s Degree or Equivalent Work Experience.
• Certified Treasury Professional certification or equivalent desirable.
• Experience in B2B sales and/or client service in financial services is a plus.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners to coordinate industry, prospect, and client research for pre-call planning.
• Maintains accuracy and integrity of sales data across core systems including deal pipeline and pricing.
• Produces and supports client and portfolio level analysis including profitability and revenue performance.
• Assists with client onboarding and CMP processes including revenue and pathway tracking.

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

Education

Bachelor’s degree or equivalent work experience

Certified Treasury Professional certification or equivalent

Tools

Microsoft Office

Job description

Bank of America in Minnesota seeks a Treasury Sales Associate to support end-to-end treasury sales for the Middle Market Team. You will coordinate with product partners, conduct industry and client research for pre-call planning, and help drive revenue growth domestically and internationally.

The role emphasizes maintaining data accuracy, producing client and portfolio analyses, and collaborating with AML/onboarding teams to facilitate client readiness. Travel up to 5% may be required.