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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs. The TMT Treasury Sales team helps some of the world’s most innovative companies manage liquidity, optimize payments, and scale globally. We combine trusted advisory with cutting edge treasury technology to support high growth clients across Tech, Media, and Telecom (TMT). The Treasury Sales Associate is a critical member of this team—driving operational excellence, enabling revenue growth, and enhancing client engagement. This role is ideal for someone who is proactive, analytically strong, and eager to build a career in global treasury sales.
Key Responsibilities
Client & Sales Support
• 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.
Execution & Revenue Enablement
• 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.
Strategic Partnership & Internal Leadership
• 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.
Responsibilities:
- Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
- Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
- Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
- Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
- Supports clients through the implementation, client onboarding, and training activities
- Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
- Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
Required Qualifications:
- Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
- 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.
- 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, adaptable in fast moving environments.
- Excellent verbal, written, and presentation communication skills.
- 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 judgment.
Desired Qualifications:
- Bachelor’s degree or equivalent work experience
- Experience in corporate treasury, commercial banking, or financial services.
- Demonstrated career ambition and commitment to ongoing learning.
- Process improvement mindset and comfort with new tools/technologies
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Critical Thinking
- Data Management
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Analytical Thinking
- Collaboration
- Prioritization
- Written Communications
Shift:
1st shift (United States of America)
**Hours Per Week: **
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$95,000.00 - $107,700.00 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.