Treasury Sales Associate I - Global Client Strategy

Bank of America; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America in the United States is seeking a Treasury Sales professional to manage and grow client relationships on an assigned portfolio, working with Treasury Sales Officers to navigate domestic and international opportunities. The role emphasizes collaboration with product specialists and service partners to deliver customized treasury solutions.

You will support end-to-end sales processes, coordinate client research and pricing, ensure data integrity across systems, and assist with

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Strong business and financial acumen enabling problem solving, trend analysis and client meeting prep.
• Builds strong client relationships through clear communication and collaboration.
• Proactive mindset with effective time management.
• Results-driven with client and team priorities.
• Strong computer skills, including Microsoft Office.

Responsibilities

• Supports end-to-end treasury sales processes for Treasury Sales Officers to grow revenue domestically and internationally.
• Coordinates research, pre-call planning, and pricing with product partners.
• Maintains accuracy and integrity of sales data across core systems and pricing.
• Produces profitability and revenue analysis for client portfolios.
• Assists with AML and onboarding to facilitate client readiness and KYC processes.
• Prepares client meeting materials and pricing analyses for CMP.
• Develops strategies to grow revenue and deepen relationships with clients.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Analytical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Written Communications

Education

Bachelor's degree or equivalent work experience

Job description

Bank of America in the United States is seeking a Treasury Sales professional to manage and grow client relationships on an assigned portfolio, working with Treasury Sales Officers to navigate domestic and international opportunities. The role emphasizes collaboration with product specialists and service partners to deliver customized treasury solutions.

You will support end-to-end sales processes, coordinate client research and pricing, ensure data integrity across systems, and assist with