Treasury Sales Associate I: Corporate Banking Growth

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

Job summary

Bank of America, located in Chicago, seeks a treasury management professional to support end-to-end treasury sales for the Commercial Real Estate Team. You will coordinate pre-call research, maintain data accuracy across systems, and help prepare client materials.

The role emphasizes strong client relationships, proactivity, and collaboration with product specialists and onboarding teams. Travel up to 5% may be required.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• 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 Commercial Real Estate Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or equivalent work experience

Job description

Bank of America, located in Chicago, seeks a treasury management professional to support end-to-end treasury sales for the Commercial Real Estate Team. You will coordinate pre-call research, maintain data accuracy across systems, and help prepare client materials.

The role emphasizes strong client relationships, proactivity, and collaboration with product specialists and onboarding teams. Travel up to 5% may be required.