Treasury Sales Associate – Private Bank Growth

Bank of America; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to support Private Bank clients, coordinating research, pricing and pre-call planning. The role focuses on growing revenue domestically and internationally while ensuring data accuracy across systems.

The ideal candidate has treasury/corporate banking experience, strong financial acumen, and proven ability to build client relationships. Travel up to 5% may be required; work is primarily on-site with collaboration across teams.

Qualifications

• At least 1 year in treasury management/corporate banking or completion of a training program.
• Willingness to travel up to 5%
• Strong business and financial acumen enabling problem solving, trend analysis, risk management, and client meeting prep.
• Ability to build strong client relationships through effective communication and collaboration.

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers for Private Bank clients focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting pre-call planning.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline and pricing.
• Produces and supports client and portfolio level analyses such as profitability and revenue performance.
• Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding for new entities.

Skills

Treasury management experience

Ability to travel

Business and financial acumen

Client relationship building

Time management

Results-driven mindset

Microsoft Office

B2B sales experience

Education

Bachelor’s degree or equivalent work experience

Certified Treasury Professional (CTP) certification

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to support Private Bank clients, coordinating research, pricing and pre-call planning. The role focuses on growing revenue domestically and internationally while ensuring data accuracy across systems.

The ideal candidate has treasury/corporate banking experience, strong financial acumen, and proven ability to build client relationships. Travel up to 5% may be required; work is primarily on-site with collaboration across teams.