Treasury Sales Associate I – Client Growth & Banking

Bank of America; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in Washington, DC seeks a Treasury Sales Operations professional to support end-to-end sales processes for Healthcare, Higher Education Not For Profit teams, focusing on revenue growth domestically and internationally.

You will coordinate research, assist with pricing, manage client data, onboarding, CMP activities, and prepare materials for client meetings while maintaining data accuracy across core systems.

Qualifications

• Treasury management or corporate banking experience, or completed training program.
• Ability to travel up to 5%.
• Strong business and financial acumen for problem solving, trends and risk management.
• Builds strong client relationships through effective communication and collaboration.
• Proactive mindset with good time management and results focus.
• Strong computer skills, including Microsoft Office.

Responsibilities

• Support end-to-end treasury sales process for Healthcare, Higher Education Not For Profit teams to grow revenue.
• Coordinate prospect, industry, and client research for pre-call planning.
• Maintain accuracy of sales data across core systems (deal pipeline, client plans, pricing).
• Produce and support profitability, revenue, product usage, and variance analyses.
• Assist with client onboarding, CMP activities, and revenue tracking.
• Prepare analysis and presentation materials for client meetings.
• Support pricing strategies, including non-standard pricing with Treasury Sales Officers.
• Participate in in-person calling activities and ad-hoc direct sales opportunities.

Skills

Treasury banking

Travel up to 5%

Client relationship building

Problem solving

Communication

Time management

Education

Bachelor’s degree or equivalent

Certified Treasury Professional (CTP) or equivalent

Tools

Microsoft Office

Job description

Bank of America in Washington, DC seeks a Treasury Sales Operations professional to support end-to-end sales processes for Healthcare, Higher Education Not For Profit teams, focusing on revenue growth domestically and internationally.

You will coordinate research, assist with pricing, manage client data, onboarding, CMP activities, and prepare materials for client meetings while maintaining data accuracy across core systems.