Treasury Sales Associate – Real Estate Banking

Bank of America; El Segundo (CA); Hybrid; USD 107,000 - 134,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Client Officer to deliver integrated treasury solutions to Commercial Real Estate clients. You will partner with client-facing teammates to consult on sales opportunities and provide product expertise to meet client objectives.

In this hybrid junior sales/treasury role, you will actively manage treasury revenue streams, coordinate reviews with the client team, and support cross-functional partners to deliver optimal solutions that align with client

Qualifications

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Strong communication and presentation skills.
• Ability to read and leverage data to identify trends and opportunities.
• Understanding of bank structure and the operational aspects of global cash management products and services.
• Understanding of and adherence to risk guidelines to identify, manage and escalate.
• Passionately curious, courageous, knowledge of bank network and effective business partnering.

Responsibilities

• Manage day-to-day relationships with clients and grow revenue.
• Coordinate regular relationship reviews and identify process improvements.
• Serve as a client-facing resource with strong interpersonal skills.
• Maintain pricing and ensure accurate billing of products and services.
• Identify cross-sell opportunities through account analysis and client interaction.
• Drive revenue and profitability growth in the region.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Client Solutions Advisory

Critical Thinking

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Coaching

Collaboration

Prioritization

Written Communications

Education

Bachelor's Degree or Equivalent Work Experience

B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Job description

Bank of America is seeking a Treasury Sales Client Officer to deliver integrated treasury solutions to Commercial Real Estate clients. You will partner with client-facing teammates to consult on sales opportunities and provide product expertise to meet client objectives.

In this hybrid junior sales/treasury role, you will actively manage treasury revenue streams, coordinate reviews with the client team, and support cross-functional partners to deliver optimal solutions that align with client