Treasury Sales Associate I - Global Client Solutions

Bank of America; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is hiring for a Treasury Sales Officer-oriented role focused on managing and expanding domestic and international client relationships within the Middle Market Technology client segment.

The position emphasizes end-to-end execution from sale through implementation, collaboration with product and service partners, and rigorous analysis to tailor treasury solutions for clients.

Qualifications

• 1+ year treasury management or corporate banking experience
• Strong business and financial acumen for client meetings
• Proven ability to build client relationships
• Proactive mindset and effective time management
• Results-driven with client/team focus
• MS Office proficiency
• Two+ years of B2B sales in finance (desired)
• Bachelor's degree or equivalent
• CTP certification or equivalent (desired)

Responsibilities

• Support end-to-end treasury sales for TSOs on the Middle Market Tech Team to grow revenue domestically and internationally.
• Coordinate research and pre-call planning with internal partners and product teams.
• Maintain accuracy of sales data across core systems (pipeline, plans, reports, pricing).
• Produce portfolio analyses including profitability, revenue, product usage, and trends.
• Assist with AML/onboarding and CMP activities and client onboarding.
• Prepare for client meetings with analysis and pitch materials.
• Engage in in-person calling and ad-hoc direct sales opportunities.
• Submit documentation for implementation and pricing considerations.

Skills

Account Management

Client Management

Oral Communications

Presentation Skills

Analytical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Prioritization

Education

Bachelor's degree or equivalent

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America is hiring for a Treasury Sales Officer-oriented role focused on managing and expanding domestic and international client relationships within the Middle Market Technology client segment.

The position emphasizes end-to-end execution from sale through implementation, collaboration with product and service partners, and rigorous analysis to tailor treasury solutions for clients.