Treasury Sales Associate

Los Angeles, California;Austin, Texas; Newport Beach, California; San Francisco, California

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**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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

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.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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.

**Responsibilities:**

+ Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Technology Team focused on developing strategies to grow revenue domestically and internationally.

+ Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.

+ Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.

+ Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.

+ Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.

+ 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 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

+ Ensure escalated service issues are properly managed with the right resources

+ Prepare analysis and presentation materials for all client meetings

+ Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

**Required Qualifications:**

+ Minimum of one year of treasury management/corporate banking experience or successful completion of a training program

+ Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings

+ Builds strong client relationships through effective communication and collaboration

+ Displays a proactive mindset and effective time management

+ Demonstrates a results-driven mindset and prioritizes client and team interests

+ Strong computer application skills, including Microsoft Office

**Desired Qualifications:**

+ Two or more years of B2B sales and/or client service experience in a financial services environment

+ Bachelor’s degree or equivalent work experience

+ Holds a Certified Treasury Professional certification or equivalent

+ 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.

+ Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.

+ Working knowledge of U.S. and global treasury management products, services, and industry trends.

+ Preferred Candidates will have proven experience prospecting and developing new business

**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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notic...) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

**Are Not FDIC Insured** **Are Not Bank Guaranteed** **May Lose Value**

**Are Not Deposits** **Are Not Insured by Any Federal Government Agency** **Are not a condition to Any Banking Service or Activity**

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, **Member SIPC** and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.