Treasury Sales Associate I — Global Client Solutions

Bank of America; Jacksonville (FL); On-site; USD 95,000 - 135,000; Full time

Job summary

Bank of America in Jacksonville seeks a Treasury Sales professional to manage end-to-end client relationships and coordinate pricing, onboarding, and CMP activities. You will partner with product specialists to design solutions, analyze profitability, and support client onboarding and implementation.

The role emphasizes collaboration with AML/onboarding, data accuracy, and proactive client engagement to grow treasury revenue across domestic and international portfolios.

Qualifications

• Minimum of one year treasury management/corporate banking experience or training program.
• Strong business and financial acumen for analysis, risk assessment, and client meetings.
• Proactive mindset with effective time management and collaboration.

Responsibilities

• Supports end-to-end treasury sales process to grow revenue domestically and internationally.
• Coordinate research, pre-call planning, and client presentations with TSOs and product partners.
• Maintain accuracy of sales data across deal pipeline, client plans, pricing, and reports.
• Produce client and portfolio analysis including profitability and revenue trends.
• Assist with CMP activities: client planning, calls, meetings, and revenue tracking.
• Prepare pricing analyses and non-standard pricing in collaboration with TSOs.

Skills

Account Management

Client Management

Presentation Skills

Oral Communications

Analytical Thinking

Data Management

Problem Solving

Relationship Building

Prioritization

Education

Bachelor's degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America in Jacksonville seeks a Treasury Sales professional to manage end-to-end client relationships and coordinate pricing, onboarding, and CMP activities. You will partner with product specialists to design solutions, analyze profitability, and support client onboarding and implementation.

The role emphasizes collaboration with AML/onboarding, data accuracy, and proactive client engagement to grow treasury revenue across domestic and international portfolios.