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Treasury Sales Associate

Job in New York City, Richmond County, New York, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Sales
  • Sales
    Banking & Finance, Financial Sales
Job Description & How to Apply Below
Treasury Sales Associate I

New York, New York;

Houston, Texas;
Charlotte, North Carolina

** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-2)

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-2)

Refer a friend

** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-2)

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-2)

*
* Job Description:

*
* 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.

*
* Key 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…
Position Requirements
10+ Years work experience
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