Treasury Sales Associate - Global Solutions – Healthcare, Technology, Sponsors, Restaur

At Bank of America, this role supports the end‑to‑end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, Restaurants (HTSR) team, focusing on developing strategies to grow revenue domestically and internationally.

• Leverage internal partners and resources to coordinate industry, prospect, and client research, supporting high‑quality pre‑call planning for TSOs and product partners.
• Maintain accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, 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.
• Partner with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assist 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.
• 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.
• Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Support clients through implementation, client 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.
• Ensure escalated service issues are properly managed with the right resources.
• Prepare analysis and presentation materials for all client meetings.
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation.

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to travel up to 5%.
• Strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings.
• Build strong client relationships through effective communication and collaboration.
• Display a proactive mindset and effective time management.
• Demonstrate a results‑driven mindset and prioritize client and team interests.
• Strong computer application skills, including Microsoft Office.

• 2+ 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 strongly preferred.
• 2–5 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.

• Bachelor’s Degree or Equivalent Work Experience.

Shift: 1st shift (United States of America) |
Hours per week: 40 |
Location: US – CA – San Francisco – 555 California St – Bofa Center – 555 California (CA5705)

Annualized salary range: $95,000.00 – $, offers to be determined based on experience, education and skill set. This role is eligible to participate in the annual discretionary incentive plan.