Treasury Sales Associate I

Bank of America • New York, NY

23h • $95,000 - $107,700 • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, each day brings innovation and opportunity, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. We are seeking a highly motivated, proactive Treasury Sales Associate (TSA) to support Treasury Sales Officers (TSOs) who manage complex, global Large Corporate clients within the Natural Resources Group (NRG). The TSA will help drive sales execution, enhance client engagement, and ensure delivery against key sales KPIs across the full suite of liquidity, payments, receipts, FX, card, and trade/supply chain finance solutions. The ideal candidate is detail oriented, self driven, and demonstrates a growth mindset. This role spans the entire sales cycle—from initial prospecting through implementation, and on going relationship management and growth. It pays a critical part in coordinating the Client Management Process (CMP), supporting both new client acquisition and the deepening of existing relationships. This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

Requirements

• Analyzes issues and develops solutions to build strong relationships with clients, colleagues and business partners
• Demonstrates experience working in a fast-paced environment
• Strong computer application skills, including Microsoft Office
• Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
• Excellent communication skills, including strong verbal, written, listening, and presentation capabilities.
• Broad understanding of treasury management products and industry trends, with the ability to translate client needs into actionable insights.
• Strong interpersonal skills and the ability to build effective relationships with clients and internal partners.
• Critical-thinking and analytical capability, with the ability to assess client opportunities, interpret data, and prepare for client engagements; strong attention to detail is essential.
• Ability to operate independently in a fast paced environment, managing multiple priorities and deadlines with discipline and professionalism.
• Exceptional organizational, time management, and prioritization skills.
• High proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong business and financial acumen.
• Proven ability to foster collaboration within the core deal team, across partners and to build genuine rapport with client contacts.
• Sound risk management judgment, balancing client needs with internal requirements and risk frameworks.
• Ability to work both independently and as a collaborative team member, proactively engaging partners to drive outcomes.

Nice To Haves

• Demonstrated drive for career growth and progression, with a strong commitment to personal development.
• Proven performance in a matrixed organization, with the ability to collaborate effectively across multiple stakeholder groups.
• Intrinsic motivation to continuously improve processes, enhance efficiency, and expand one’s technical and industry knowledge.
• Experience in corporate treasury or prior Treasury Sales (TSA/TSO) experience, ideally supporting large, global clients.
• Bachelor's degree or equivalent work exp.
• Additional language skills
• 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

Responsibilities

• Support Portfolio Revenue & Growth: Partner closely with TSOs to develop and execute portfolio growth strategies, including identifying opportunities to deepen relationships and expand product penetration across NRG clients.
• Sales Process Execution: Provide essential support throughout the sales lifecycle, including proposal generation, presentation development, pricing analysis, revenue tracking, pipeline management, and coordination of client meeting preparation, delivery, and follow up.
• Client Relationship Support: Help manage and strengthen relationships with global, complex clients through consistent delivery, industry awareness, and early-stage client engagement opportunities, including participation in client meetings.
• Treasury Advisory & Solutioning: Collaborate with product specialists and internal partners to recommend and design customized cash management and treasury solutions aligned to client needs.
• Cross Functional Partnership: Work with regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors, and other key stakeholders to ensure seamless delivery of treasury services and execution of client requirements.
• Operational & Industry Expertise: Develop strong knowledge of treasury products, global cash management operations, and bank processes to provide credible support and differentiated insights to clients and internal partners.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through the implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
• Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level