Bank of America

Treasury Sales Associate

Bank of America

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • United States

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Salary

💰 $95,000 - $107,700 per year

About the role

  • 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.
  • 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 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.

Requirements

  • Minimum of 2 years of treasury management/corporate banking experience or successful completion of a training program
  • Analyzes issues and develops solutions to build strong relationships with clients, colleagues and business partners
  • Demonstrates 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 client-first mindset
  • Future thinking problem solver who embraces change and challenges status quo
  • Clear communicator with strong feedback skills
  • Excellent verbal, written and presentation communication skills
  • Familiarity with treasury management concepts, payments, liquidity and banking products
  • Strong analytical skills with attention to detail; able to synthesize data and identify trends
  • High proficiency in Excel, PowerPoint, and Word
  • Demonstrated ability to organize, prioritize and execute in a fast paced environment
  • Strong interpersonal skills; proven ability to build trust with partners and clients
  • Strong business/financial acumen and sound risk judgement.
Benefits
  • Discretionary incentive eligible
  • Annual discretionary award based on individual performance
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to contribute to the sustainable growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
treasury managementcorporate bankinganalytical skillsrisk managementdata synthesisproblem solvingclient relationship managementfinancial acumenattention to detailprocess improvement
Soft Skills
collaborationcommunicationownershipenthusiasmclient-first mindsetadaptabilityteam successtrust buildingfeedback skillsprioritization