Treasury Sales Associate at Bank of America | North Carolina, US | Rezi

Treasury Sales Associate at Bank of America

Treasury Sales Associate

Bank of America · North Carolina, US

3 days ago

Treasury Sales Associate

Bank of America · North Carolina, US

3 days ago
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About the Role

Support Treasury Sales Officers in managing complex, global Large Corporate clients within the Natural Resources Group. Drive sales execution, enhance client engagement, and ensure delivery against key sales KPIs across a suite of financial solutions. This role spans the entire sales cycle, from prospecting through implementation and ongoing relationship management.

Responsibilities

  • Partner closely with TSOs to develop and execute portfolio growth strategies, identifying opportunities to deepen relationships and expand product penetration.
  • 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.
  • Help manage and strengthen relationships with global, complex clients through consistent delivery, industry awareness, and early-stage client engagement opportunities.
  • Collaborate with product specialists and internal partners to recommend and design customized cash management and treasury solutions.
  • 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.
  • Develop strong knowledge of treasury products, global cash management operations, and bank processes to provide credible support and differentiated insights.

Requirements

  • 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.
  • Demonstrates experience working in a fast-paced environment.
  • Strong computer application skills, including Microsoft Office.
  • Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.
  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities.
  • Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo.
  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
  • 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.
  • Strong interpersonal skills and the ability to build effective relationships with clients and internal partners.
  • Critical-thinking and analytical capability, with the ability to assess client opportunities, interpret data, and prepare for client engagements; strong attention to detail is essential.
  • Ability to operate independently in a fast paced environment, managing multiple priorities and deadlines with discipline and professionalism.
  • Exceptional organizational, time management, and prioritization skills.
  • High proficiency in Microsoft Excel, Word, and PowerPoint.
  • Strong business and financial acumen.
  • Proven ability to foster collaboration within the core deal team, across partners and to build genuine rapport with client contacts.
  • Sound risk management judgment, balancing client needs with internal requirements and risk frameworks.
  • Ability to work both independently and as a collaborative team member, proactively engaging partners to drive outcomes.

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

Location

  • US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

  • 1st shift
  • 40 hours per week

Experience Level

  • Minimum of two years of treasury management/corporate banking experience

Education Level

  • Bachelor's degree or equivalent work experience
  • Certified Treasury Professional certification or equivalent

Salary/Compensations

  • $95,000.00 - $109,200.00 annualized salary

Benefits

  • Discretionary incentive eligible
  • Eligible for annual discretionary award based on performance, business unit, and company success.
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support for employees

About the Company

  • Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
  • We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
  • We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
  • We value the unique perspectives individuals bring from all backgrounds and career paths.
  • Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.