Treasury Sales Associate I: Growth & Client Strategy

Bank of America; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to support end-to-end treasury sales activities for the Healthcare and Higher Education Not For Profit teams. You will coordinate industry and client research, assist with pricing strategies, and help manage client onboarding and related revenue tracking.

The role requires strong client relationship skills, business acumen, and collaboration with product partners.

Qualifications

• Treasury management/corporate banking experience or completed training program.
• Ability to Travel up to 5%.
• Strong business and financial acumen enabling problem solving, trend analysis, risk management, and client meeting prep.
• Builds strong client relationships through effective communication and collaboration.
• Proficient MS Office skills.
• Bachelor’s degree or equivalent; CTP certification preferred.

Responsibilities

• Supports end-to-end Treasury Sales process for TSOs on Healthcare/Higher Education Not For Profit team.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains integrity of sales data across core systems and pricing.
• Develops pricing strategies with non-standard pricing support from TSOs.
• Assists with client onboarding, CMP, and revenue tracking.
• Prepares analysis and presentation materials for client meetings.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Analytical Thinking

Problem Solving

Relationship Building

Data Management

Written Communications

Collaboration

Prioritization

Education

Bachelor’s degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to support end-to-end treasury sales activities for the Healthcare and Higher Education Not For Profit teams. You will coordinate industry and client research, assist with pricing strategies, and help manage client onboarding and related revenue tracking.

The role requires strong client relationship skills, business acumen, and collaboration with product partners.