Treasury Sales Associate

Bank of America

San Francisco, United States
$95,000.00 - $107,700.00 annualized salary; discre...
Treasury management concepts
Client acquisition and deepening
Customized treasury solutions
Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships, preparing client-ready materials like proposals, pitch decks, and pricing models

Job Summary

  • Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships, preparing client-ready materials like proposals, pitch decks, and pricing models.
  • Coordinate with Product Specialists to design integrated treasury solutions aligned with client objectives and identify cross-sell opportunities, while building strong partnerships across internal teams for seamless execution.
  • This role is ideal for someone who is proactive, analytically strong, and eager to build a career in global treasury sales, driving operational excellence, enabling revenue growth, and enhancing client engagement.

Matching Summary

Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships, preparing client-ready materials like proposals, pitch decks, and pricing models.

Salary

$95,000.00 - $107,700.00 annualized salary; Discretionary incentive eligible; Benefits: Industry-leading benefits, access to paid time off

Skills & Requirements

Must-have

  • Treasury Management Concepts
  • Client Acquisition and Deepening
  • Customized Treasury Solutions
  • Financial Data Analysis
  • Cross-sell Opportunity Identification
  • Risk Management Awareness

Nice-to-have

  • Proactive and Analytical
  • Client-First Mindset
  • Future Thinking Problem Solver
  • Embraces Change and Challenges Status Quo
  • Values Diverse Perspectives

Key Requirements

  • Minimum of two years treasury management/corporate banking experience
  • Familiarity with treasury management concepts
  • High proficiency in Excel, PowerPoint, and Word
  • Demonstrated ability to organize, prioritize, and execute

Work Rights

Not specified

Tailored Resume

Cover Letter