Treasury Sales Associate

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. 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!

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.

The TMT Treasury Sales team helps some of the world’s most innovative companies manage liquidity, optimize payments, and scale globally. We combine trusted advisory with cutting edge treasury technology to support high growth clients across Tech, Media, and Telecom (TMT). The Treasury Sales Associate is a critical member of this team—driving operational excellence, enabling revenue growth, and enhancing client engagement.

This role is ideal for someone who is proactive, analytically strong, and eager to build a career in global treasury sales.

Client & Sales Support

• Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships.
• Prepare client ready materials: proposals, pitch decks, pricing models, portfolio analyses, and customized cash management recommendations.
• Support meeting preparation, delivery, and follow up; participate in select client meetings to gain direct client facing exposure.

Execution & Revenue Enablement

• Maintain and update pipeline data, revenue tracking, deal documentation, and onboarding workflow.
• Coordinate with Product Specialists (Liquidity, Trade, FX, Card, Investment) to design integrated treasury solutions aligned with client objectives.
• Identify cross sell opportunities based on client trends, transaction patterns, and industry developments.

Strategic Partnership & Internal Leadership

• Build strong partnerships across the Corporate Bank, Service, Ops, and Implementation to ensure seamless execution for clients.
• Bring forward ideas to improve team processes, automate manual tasks, and enhance client insights.
• Demonstrate strong risk management awareness while balancing client needs and internal controls.

Responsibilities

• 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

• Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
• Familiarity with treasury management concepts, payments, liquidity, and banking products.
• Strong analytical skills with attention to detail; able…