Treasury Sales Associate I: Client Growth & Analysis

Partners in Digital Health; Milwaukee (WI); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Support professional to assist Treasury Sales Officers on the HTSR team, coordinating research, pricing, and client onboarding to grow revenue domestically and internationally.

The role emphasizes data accuracy, pre-call planning, cross-functional collaboration, and presenting analysis to clients, with travel up to 5% and a bachelor’s degree or equivalent.

Qualifications

• Strong business and financial acumen with problem solving and trend analysis.
• Proactive communication and collaboration to build client relationships.
• Experience with client onboarding and revenue tracking processes.

Responsibilities

• Supports end-to-end treasury sales process for HTSR, coordinating research and pre-call planning.
• Maintains accuracy of sales data and reports across core systems.
• Assists with client onboarding, CMP activities, and pricing analyses with TSO and product partners.

Skills

Account Management

Client Management

Relationship Building

Data Management

Oral Communications

Presentation Skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales Support professional to assist Treasury Sales Officers on the HTSR team, coordinating research, pricing, and client onboarding to grow revenue domestically and internationally.

The role emphasizes data accuracy, pre-call planning, cross-functional collaboration, and presenting analysis to clients, with travel up to 5% and a bachelor’s degree or equivalent.