Treasury Sales Associate

Bank of America

Treasury Sales Associate at Bank of America assisting Treasury Sales Officers with complex global clients. Engaging in sales execution and client relationship management throughout the sales process.

Posted 8/1/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in treasury management and corporate banking, with a strong ability to analyze client needs and deliver customized cash management solutions. Proven track record in managing client relationships and executing sales processes effectively in a fast-paced environment.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementProposal GenerationMicrosoft Office ProficiencyCash Management Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCorporate BankingPricing AnalysisRevenue TrackingPipeline ManagementCash Management OperationsProposal DevelopmentPresentation DevelopmentClient Meeting CoordinationIndustry Trend Analysis

Soft Skills

Excellent Communication SkillsProblem SolvingRelationship BuildingTime ManagementAdaptability

Industry Keywords

Portfolio Growth StrategiesSales Lifecycle SupportCross Functional PartnershipOperational ExpertiseGlobal Cash Management

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Minimum of two 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
Strong computer application skills, including Microsoft Office
Demonstrates experience working in a fast-paced environment
Excellent 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
Ability to operate independently in a fast paced environment, managing multiple priorities and deadlines with discipline and professionalism

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees
Opportunities to learn, grow, and make an impact