Treasury Sales Associate

Job Description

This role 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 of complex, often global TMT client relationships.

• Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships.
• Prepare client‑ready materials such as 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.
• 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.
• Build strong partnerships across the Corporate Bank, Service, Ops and Implementation teams 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.
• Assist with coordinating the Client Management Process (CMP), including client planning, calling efforts, meeting preparation, delivery and 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 the Treasury Sales Officer on non‑standard pricing.
• Support clients through implementation, onboarding and training activities.
• Ensure the accuracy of sales data including managing sales pathways, call reporting and profitability reporting.
• Participate 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; ability to synthesize data and identify trends.
• High proficiency in Excel, PowerPoint and Word.
• Experience working in a fast‑paced environment.
• Strong computer application skills, including Microsoft Office.
• Strong collaborator who values diverse perspectives and celebrates team success.
• High level of ownership, enthusiasm and a client‑first mindset.
• Future‑thinking problem solver who embraces change and challenges the status quo.
• Clear communicator with strong feedback skills, adaptable in fast‑moving environments.
• Excellent verbal, written and presentation communication skills.
• Strong interpersonal skills; proven ability to build trust with partners and clients.
• Strong business/financial acumen and sound risk judgment.

• Bachelor’s degree or equivalent work experience.
• Experience in corporate treasury, commercial banking or financial services.
• Demonstrated career ambition and commitment to ongoing learning.

• 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

1st shift (United States of America). Hours per week: 40.

San Francisco, CA – 555 California St – Bofa Center.

Annualized salary: $95,000 – $107,700, based on experience, education and skill set. Eligible for discretionary incentive plan. Benefits include industry‑leading benefits, paid time off, and resources to support physical, emotional and financial well‑being.