Treasury Sales Associate I: Client Growth & Analytics

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

Job summary

Bank of America seeks an experienced Treasury Sales professional to support Officers, conduct client research, and prepare pricing strategies for healthcare, higher education, and not-for-profit clients.

You will manage client data, coordinate onboarding, and collaborate with AML, product partners, and clients to drive revenue growth while maintaining strong relationships and operational rigor.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client and team interests
• Strong computer application skills, including Microsoft Office

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on Healthcare, Higher Education Not For Profit team.
• Leverages internal partners and resources 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 of profitability and revenue performance.
• Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding.
• Assists with coordinating the Client Management Process, including planning, calls, meetings, and revenue tracking.
• Conducts industry and client research to develop strategies and proposals for pre-call planning.
• Completes price and cost benefit analysis models to develop pricing strategies.
• Partners with Product Specialists to develop strategies to grow revenue and deepen relationships.
• Supports clients through implementation, onboarding, and training activities.
• Ensures accuracy of sales data including managing sales pathways and reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities.
• Ensure escalated service issues are properly managed with the right resources.
• Prepare analysis and presentation materials for client meetings.
• Complete card agreements and gather documentation for implementation

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

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

High School Diploma / GED

Job description

Bank of America seeks an experienced Treasury Sales professional to support Officers, conduct client research, and prepare pricing strategies for healthcare, higher education, and not-for-profit clients.

You will manage client data, coordinate onboarding, and collaborate with AML, product partners, and clients to drive revenue growth while maintaining strong relationships and operational rigor.