Treasury Sales Associate I

Bank of America • Charlotte, NC

1d • Onsite

About The Position

Treasury Sales Associates support Treasury Sales Officers in managing and growing Global Industrial client relationships, many of which are global. The role provides assistance with proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation and follow-up, and ad hoc direct sales opportunities. Associates may participate in client meetings and gain early direct client-facing experience.

The position partners with Treasury Sales Officers, regional sales officers, Corporate Bankers, Product Solutions Specialists, service and implementation advisors, and other internal partners to address client cash management needs. It contributes treasury thought leadership and advisory, collaborates with Trade, Liquidity, Investment, and Foreign Exchange partners, and works with Treasury Sales Officers to develop and execute portfolio growth strategies. The role involves developing strong client relationships, applying treasury industry expertise, and understanding bank structure and global cash management operations.

Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate well-being, collaboration, and career development. The company is committed to an in-office culture, with flexibility based on role responsibilities and business needs. The position is listed for Chicago, Illinois, or New York, New York, and is a first-shift role of 40 hours per week.

Requirements

• At least two years of treasury management or corporate banking experience, or successful completion of a training program.
• Ability to analyze issues and develop solutions that build strong relationships with clients, colleagues, and business partners.
• Experience working in a fast-paced environment.
• Strong computer application skills, including Microsoft Office; high competence with Excel, Word, and PowerPoint.
• Excellent verbal and written communication, listening, presentation, and interpersonal skills.
• Broad familiarity with treasury management products, services, and trends.
• Ability to use critical thinking to solve problems, analyze trends and opportunities, and assist with client meeting preparation; strong attention to detail.
• Ability to work successfully on a self-directed basis in a fast-paced environment with competing priorities and time pressure.
• Strong organizational, time-management, and prioritization skills.
• Strong business and financial acumen.
• Proven ability to foster partnerships within the core team and build sincere rapport with client contacts.
• Ability to manage risk effectively while balancing the needs of clients, the team, and the bank.
• Ability to contribute independently and collaboratively, proactively engaging internal partners in a fast-paced environment.

Nice To Haves

• Bachelor’s degree or equivalent work experience.
• Certified Treasury Professional certification or equivalent.
• Experience in the financial services industry and/or corporate treasury.
• Experience prospecting and developing new business.
• Strong drive and desire for career development and progression.
• Intrinsic motivation to continuously improve processes and/or one’s own education.

Responsibilities

• Assist with coordinating the Client Management Process, including client planning, calling efforts, client team meeting preparation, delivery, follow-up, and revenue and pathway tracking.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Complete price and cost-benefit analysis models to develop pricing strategies, working with Treasury Sales Officers on non-standard pricing.
• Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Support clients through implementation, onboarding, and training activities.
• Ensure the accuracy of sales data, including management of sales pathways, call reporting, and profitability reporting.
• Participate in in-person client calling activities and ad hoc direct sales opportunities with Treasury Sales Officers.
• Collaborate with treasury product partners, including Trade, Liquidity, Investment, and Foreign Exchange, to support client objectives.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Industry-leading benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed