Treasury Sales Associate I — Growth & Client Strategy

Bank of America; Boston (MA); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America in Boston, MA seeks a Treasury Sales professional to support end-to-end processes for HTSR, coordinating research, pricing, and client onboarding. The role emphasizes data integrity, portfolio profitability analysis, and collaboration with product and AML/onboarding teams to enable revenue growth.

The position requires 1+ year in treasury/corporate banking or a training program, with up to 5% travel.

Qualifications

• Minimum one year treasury management or corporate banking experience or completed training program.
• Ability to travel up to 5%.
• Strong business and financial acumen for analysis and client meetings.
• Proactive communication and time management to support clients and team.

Responsibilities

• Supports end-to-end treasury sales process for HTSR team to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability and product usage analyses for portfolios.
• Supports client onboarding, CMP activities, and revenue tracking.
• Develops proposals and pitchbooks for pre-call planning.
• Completes pricing analyses with non-standard terms with TSO input.
• Partners with product and support teams to grow revenue and deepen relationships.
• Assists with client implementation, onboarding, and training.
• Ensures accuracy of sales data and reports; supports in-person calls and opportunities.

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

Certified Treasury Professional (CTP)

Tools

Microsoft Office

Job description

Bank of America in Boston, MA seeks a Treasury Sales professional to support end-to-end processes for HTSR, coordinating research, pricing, and client onboarding. The role emphasizes data integrity, portfolio profitability analysis, and collaboration with product and AML/onboarding teams to enable revenue growth.

The position requires 1+ year in treasury/corporate banking or a training program, with up to 5% travel.