Treasury Sales Associate I — Global Growth & Client Impact

Bank of America; Atlanta (GA); On-site; USD 120,000 - 150,000; Full time

Job summary

Bank of America in United States (Atlanta area) is seeking a Treasury Sales professional to support end-to-end treasury sales processes for healthcare, higher education, and not-for-profit segments. You will coordinate research, plan calls, and ensure data accuracy while partnering with AML/onboarding and product teams to drive revenue growth.

The role emphasizes client relationship building, proactive time management, and collaboration across multiple departments to deliver tailored pricing and

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• Demonstrates strong business and financial acumen enabling effective problem solving and client meeting prep.
• 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 Healthcare, Higher Education Not For Profit team.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy and integrity of sales data across core systems.
• Produces and analyzes profitability, product usage, and balance trends.
• Partners with AML and onboarding teams to facilitate client readiness.
• Coordinates CMP activities, client planning, and revenue tracking.
• Develops pricing strategies with non-standard pricing support.
• Works with Product Specialists to grow revenue and deepen relationships.
• Supports clients through implementation, onboarding, and training.
• Ensures accuracy of sales data and profitability reporting.
• Participates in in-person calling and ad-hoc direct sales opportunities.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

High School Diploma or equivalent

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office

Job description

Bank of America in United States (Atlanta area) is seeking a Treasury Sales professional to support end-to-end treasury sales processes for healthcare, higher education, and not-for-profit segments. You will coordinate research, plan calls, and ensure data accuracy while partnering with AML/onboarding and product teams to drive revenue growth.

The role emphasizes client relationship building, proactive time management, and collaboration across multiple departments to deliver tailored pricing and