Treasury Sales Associate I

Bank of America•New York, NY

3d•$95,000 - $109,200•Onsite

About The Position

At Bank of America, this role supports a direct, end-to-end relationship with one or more Treasury Sales Officers (TSOs), managing and growing an assigned domestic and global portfolio. The associate supports sales from initial opportunity through implementation and coordinates the Client Management Process (CMP), with a focus on acquiring clients and deepening existing relationships. The role partners with product specialists and service partners to recommend and develop customized treasury solutions that meet client needs. The position supports the Global Government and Enterprise Portfolio, including revenue-growth strategy, client and prospect research, sales data management, portfolio analysis, pricing strategy, onboarding, and client implementation. It also participates in client calls and sales opportunities with TSOs, helps manage escalated service issues, prepares client-meeting materials, and gathers documentation for card agreements and implementation. The listed work locations are Chicago, Illinois, and New York, New York. The role is first shift, 40 hours per week, with travel up to 5%. The annual salary range is $95,000–$109,200, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and employee benefits, including paid time off.

Requirements

At least one year of treasury management or corporate banking experience, or successful completion of a training program.
Ability to travel up to 5%.
Strong business and financial acumen for problem-solving, trend and opportunity analysis, risk management, and client-meeting preparation.
Ability to build strong client relationships through effective communication and collaboration.
Proactive mindset and effective time management.
Results-driven mindset, prioritizing client and team interests.
Strong computer application skills, including Microsoft Office.

Nice To Haves

Two or more years of B2B sales and/or client service experience in a financial services environment.
Bachelor’s degree or equivalent work experience.
Certified Treasury Professional certification or equivalent.
Experience prospecting and developing new business.
Knowledge of U.S. or international cash management products.
Prior experience in Global Payments, Treasury Management, or Corporate Banking.
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
Working knowledge of U.S. and global treasury management products, services, and industry trends.
Proven experience prospecting and developing new business.

Responsibilities

Support the end-to-end treasury sales process for Treasury Sales Officers in the Global Government and Enterprise Portfolio, including strategies to grow revenue domestically and internationally.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning for TSOs and product partners.
Maintain accurate sales data across core systems, including deal pipelines, client plans, call reports, pricing, and rates.
Produce and support client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
Coordinate with AML and onboarding teams to support client readiness and KYC onboarding for new legal entities as required.
Coordinate the Client Management Process, including client planning and calling efforts, client-team meeting preparation and follow-up, and revenue and pathway tracking.
Conduct industry, client, and prospect research and develop strategies, proposals, and pitchbooks for pre-call planning.
Complete price and cost-benefit analysis models to develop pricing strategies, including coordination with TSOs on non-standard pricing.
Partner with Product Specialists and support partners to grow revenue and deepen existing client relationships.
Support clients through implementation, onboarding, and training activities.
Manage sales pathways, call reporting, and profitability reporting to ensure sales data accuracy.
Participate in in-person client calls and ad hoc direct sales opportunities with TSOs.
Ensure escalated service issues are managed with the appropriate resources.
Prepare analysis and presentation materials for client meetings.
Complete card agreements and gather documentation from across the bank for submission for implementation.