Treasury Sales Associate

Back to search results Treasury Sales Associate New York, New York; Dallas, Texas; Houston, Texas; Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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.Required Qualifications:Minimum of two years of treasury management/corporate banking experience or successful completion of a training programAnalyzes issues and develops solutions to build strong relationships with clients, colleagues and business partnersDemonstrates experience working in a fast-paced environmentStrong computer application skills, including Microsoft OfficeSeeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgroundsSeeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communitiesSeeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoSeeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledgeExcellent communication skills, including strong verbal, written, listening, and presentation capabilities.Broad understanding of treasury management products and industry trends, with the ability to translate client needs into actionable insights.Strong interpersonal skills and the ability to build effective relationships with clients and internal partners.Critical-thinking and analytical capability, with the ability to assess client opportunities, interpret data, and prepare for client engagements; strong attention to detail is essential.Ability to operate independently in a fast paced environment, managing multiple priorities and deadlines with discipline and professionalism.Exceptional organizational, time management, and prioritization skills.High proficiency in Microsoft Excel, Word, and PowerPoint.Strong business and financial acumen.Proven ability to foster collaboration within the core deal team, across partners and to build genuine rapport with client contacts.Sound risk management judgment, balancing client needs with internal requirements and risk frameworks.Ability to work both independently and as a collaborative team member, proactively engaging partners to drive outcomesDesired Qualifications:Bachelor's degree or equivalent work experienceHolds a Certified Treasury Professional certification or equivalentExperience in the financial services industry and/or corporate treasuryExperience prospecting and developing new businessDemonstrated drive for career growth and progression, with a strong commitment to personal development.Proven performance in a matrixed organization, with the ability to collaborate effectively across multiple stakeholder groups.Intrinsic motivation to continuously improve processes, enhance efficiency, and expand one's technical and industry knowledge.Experience in corporate treasury or prior Treasury Sales (TSA/TSO) experience, ideally supporting large, global clients.Additional language skills desired. Skills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsCritical ThinkingData ManagementPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningAnalytical ThinkingCollaborationPrioritizationWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26027034 Manages People: No Travel: Yes, 5% of the time Age requirement: Must at least be 18 years of age. New York pay and benefits information New York pay range: $95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved