Treasury Sales Associate I – Private Bank Global Payment Solutions

Bank of America

. Supports end to end treasury sales process for Treasury Sales Officers on the Private Bank GPS Division .

Posted 5/13/2026full-timeHartford • Connecticut, New York • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $107,700 per yearWebsite

About the role

Key responsibilities & impact

Supports end to end treasury sales process for Treasury Sales Officers on the Private Bank GPS Division
Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset
Leverages internal partners and resources to coordinate industry, prospect, and client research
Maintains accountability for the accuracy and integrity of sales data across core systems
Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
Partners with AML and onboarding teams to facilitate client readiness
Assists with coordinating the Client Management Process (CMP)
Conducts industry, client, and prospect research
Completes price and cost-benefit analysis models
Develops strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities.

Requirements

What you’ll need

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Ability to Travel up to 10%
Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management, and preparation for client meetings.
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management skills
Demonstrates a results-driven mindset and prioritizes client and team interests
High degree of competence with MS Excel, Word, PowerPoint, and Salesforce.

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees
Program to help employees during workforce displacement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

treasury managementcorporate bankingfinancial analysiscost-benefit analysisprofitability analysisvariance analysisrevenue performance analysisclient onboardingportfolio analysisrisk management

Soft Skills

interpersonal skillsclient centric mindsetbusiness acumenproblem solvingeffective communicationcollaborationtime managementproactive mindsetresults-driven mindsetrelationship building