Treasury Sales Associate I – Financial Institutions, Government

Bank of America

Treasury sales associate supporting Treasury Sales Officers and LATAM financial-institution clients at Bank of America. Managing research, pricing analysis, onboarding, sales data, and relationship growth.

Posted 8/19/2026full-timeMiami • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

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 focus on client relationship management, financial analysis, and effective communication. Proficient in coordinating sales processes and conducting market research to drive revenue growth and client satisfaction.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisB2B Sales ExperienceRisk Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial AcumenProblem SolvingTrend AnalysisCost-Benefit AnalysisPricing StrategiesSales Data ManagementKYC OnboardingClient Profitability AnalysisCash Management Products KnowledgeBanking Operations Experience

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Industry Keywords

Corporate BankingGlobal PaymentsTreasury SalesFinancial ServicesClient Management ProcessSales PathwaysRevenue GrowthMarket ResearchClient OnboardingFinancial Institutions

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers serving financial institutions and government teams
Serve as a client-facing resource for non-bank financial institutions
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
Produce client- and portfolio-level profitability, revenue, product usage, balance trend, and variance analyses
Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
Coordinate the Client Management Process, including planning, calling efforts, meetings, follow-up, revenue, and pathway tracking
Conduct research to develop strategies, proposals, and pitchbooks
Complete price and cost-benefit analysis models and develop pricing strategies
Partner with Product Specialists and support teams to grow revenue and deepen relationships
Support implementation, client onboarding, and training activities
Manage sales pathways, call reporting, and profitability reporting
Participate in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

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 5%
Strong business and financial acumen
Effective problem solving and trend/opportunity analysis
Risk management skills
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office
Bachelor’s degree or equivalent work experience
Two or more years of B2B sales and/or client service experience in a financial services environment
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
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management
Working knowledge of U.S. and global treasury management products, services, and industry trends
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
Work from home posture may be available to internal employees without making them ineligible to post