Treasury Sales Associate I — Client Growth & Analytics

Bank of America; Chicago (IL); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Annual discretionary bonus

Industry-leading benefits

Job summary

Bank of America in Chicago is seeking a Treasury Sales professional to support end-to-end sales processes for the HTSR team, focused on developing strategies to grow revenue domestically and internationally. You will coordinate with AML, onboarding, product partners, and clients to deliver pricing insights and ensure accurate sales data.

The role requires up to 5% travel, strong financial acumen, and a proactive, results-driven mindset to build client relationships and drive revenue while

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 the HTSR team focused on growing revenue domestically and internationally.
• Leverages internal partners to coordinate industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems including deal pipeline and pricing.
• Produces and supports client and portfolio level analysis, including profitability and product usage.
• Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding.
• Assists with Client Management Process planning, client calling, and revenue tracking.
• Performs industry and client research to develop strategies and proposals for pre-call planning.
• Completes price and cost benefit analyses to develop pricing strategies with non-standard pricing.
• Partners with Product Specialists to grow revenue and deepen relationships.
• Supports clients through onboarding and training activities.
• Ensures accuracy of sales data and profitability reporting.
• Participates in in-person calling and ad-hoc direct sales opportunities.
• Prepares analysis and presentation materials for client meetings.
• Collects documentation to submit for implementation

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 Chicago is seeking a Treasury Sales professional to support end-to-end sales processes for the HTSR team, focused on developing strategies to grow revenue domestically and internationally. You will coordinate with AML, onboarding, product partners, and clients to deliver pricing insights and ensure accurate sales data.

The role requires up to 5% travel, strong financial acumen, and a proactive, results-driven mindset to build client relationships and drive revenue while