Treasury Sales Pro – Growth & Client Strategy

GHR Healthcare; Dallas (TX); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is seeking a Treasury Sales support professional to assist the HTSR team, focusing on growing revenue domestically and internationally. You will coordinate research, prepare client materials, and ensure data accuracy across systems.

Join an in-office team with opportunities to collaborate on pricing strategies, client onboarding, and cross-functional initiatives while building strong client relationships and advancing your career in corporate banking.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.

Responsibilities

• Supports end to end treasury sales process for TSOs on the HTSR team focused on developing strategies to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy and integrity of sales data across core systems (deal pipeline, client plans, call reports, pricing, and rates).
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness (KYC onboarding).
• Assists with coordinating the Client Management Process (CMP) including planning, calling efforts, meetings, and revenue tracking.

Skills

Account Management

Client Management

Oral Communications

Presentation Skills

Active Listening

Analytical Thinking

Collaboration

Prioritization

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales support professional to assist the HTSR team, focusing on growing revenue domestically and internationally. You will coordinate research, prepare client materials, and ensure data accuracy across systems.

Join an in-office team with opportunities to collaborate on pricing strategies, client onboarding, and cross-functional initiatives while building strong client relationships and advancing your career in corporate banking.