Treasury Sales Associate I — Growth & Client Strategy

Bank of America; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to support the end-to-end sales process for the Healthcare, Higher Education Not For Profit team. You will coordinate research, prepare pre-call plans, and ensure accurate sales data across systems.

Responsibilities include data analysis, pricing strategy development, and onboarding coordination with AML teams. Frequent collaboration with product partners and client stakeholders is required.

Qualifications

• Minimum 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.
• Demonstrates proactive mindset and time management.
• Demonstrates a results-driven mindset prioritizing client and team interests.
• Strong computer 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.
• Coordinate industry, prospect, and client research for pre-call planning.
• Maintain accuracy of sales data across core systems (deal pipeline, client plans, call reports, pricing).
• Produce and support client and portfolio level analysis (profitability, revenue, product usage).
• Coordinate KYC onboarding and client readiness with AML/onboarding teams.
• Assist with Client Management Process (CMP) activities and revenue tracking.
• Conduct research to develop strategies and create proposals for pre-call planning.
• Develop pricing strategies with non-standard pricing in collaboration with Treasury Sales Officers.
• Partner with Product Specialists to grow revenue and deepen relationships.
• Support clients through onboarding and training activities.
• Ensure accuracy of sales data and profitability reporting.

Skills

Account Management

Client Management

Customer and Client 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Treasury Sales professional to support the end-to-end sales process for the Healthcare, Higher Education Not For Profit team. You will coordinate research, prepare pre-call plans, and ensure accurate sales data across systems.

Responsibilities include data analysis, pricing strategy development, and onboarding coordination with AML teams. Frequent collaboration with product partners and client stakeholders is required.