Treasury Sales Strategist I

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

Job summary

Bank of America is hiring for a Treasury Sales role in the Hartford area. The position supports end-to-end treasury processes, coordinates client research for pre-call planning, and maintains rigorous data integrity across core systems.

You’ll analyze profitability, help onboard clients, and assist in pricing and strategy development to deepen relationships with corporate clients. The role emphasizes collaboration, strong client communication, and a results-driven mindset, with travel up to 5%

Qualifications

• Minimum of one year of treasury management/corporate banking experience or training program completed.
• Ability to travel up to 5%.
• Demonstrates business and financial acumen for client meetings and problem solving.
• Builds strong client relationships through communication and collaboration.
• Strong time management and results-driven mindset.
• Experience with data accuracy across sales systems and pricing.

Responsibilities

• Supports end-to-end treasury sales processes to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems and reports.
• Prepares profitability and revenue analyses, including product usage trends.
• Supports client onboarding, CMP planning, and revenue tracking.
• Develops proposals and pitchbooks for pre-call planning.
• Assists with pricing strategies and non-standard pricing.
• Works with Product Specialists to grow revenue and deepen relationships.
• Participates in client meetings and onboarding activities.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Analytical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Collaboration

Prioritization

Written Communications

Education

Bachelor’s Degree or Equivalent Work Experience

Tools

Microsoft Office

Job description

Bank of America is hiring for a Treasury Sales role in the Hartford area. The position supports end-to-end treasury processes, coordinates client research for pre-call planning, and maintains rigorous data integrity across core systems.

You’ll analyze profitability, help onboard clients, and assist in pricing and strategy development to deepen relationships with corporate clients. The role emphasizes collaboration, strong client communication, and a results-driven mindset, with travel up to 5%