Treasury Sales Associate I: Growth & Client Focus

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

Job summary

Bank of America is seeking a Treasury Sales support professional to assist Treasury Sales Officers on the Middle Market Team. You will coordinate industry, prospect, and client research to enable pre-call planning and pricing strategies, while ensuring data integrity in deal pipelines and client plans.

You will collaborate with AML/onboarding teams on KYC processes, prepare pricing models, and support client onboarding, training, and ongoing relationship management. Some travel is expected.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Ability to Travel up to 5%.
• Strong business and financial acumen for problem solving and client meetings.
• Builds strong client relationships through effective communication.
• Proactive mindset and effective time management.
• Results-driven with priority on client and team interests.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team.
• Coordinates research to support pre-call planning for TSOs and product partners.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability, revenue, and product usage analyses for portfolios.
• Partners with AML onboarding teams to support KYC onboarding for new entities.
• Assists with Client Management Process planning, calls, meetings, and revenue tracking.
• Develops proposals and pitchbooks for pre-call planning and pricing strategies.
• Collaborates with Product Specialists to grow revenue and deepen relationships.
• Supports clients through onboarding and training activities; ensures data accuracy.
• Participates in in-person calling and ad-hoc direct sales opportunities.
• Prepare materials for client meetings and gather docs for implementation.

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

Bachelor’s Degree or Equivalent Work Experience

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales support professional to assist Treasury Sales Officers on the Middle Market Team. You will coordinate industry, prospect, and client research to enable pre-call planning and pricing strategies, while ensuring data integrity in deal pipelines and client plans.

You will collaborate with AML/onboarding teams on KYC processes, prepare pricing models, and support client onboarding, training, and ongoing relationship management. Some travel is expected.