Back to search results

Treasury Sales Associate II

San Diego, California;

Job Description:

This Treasury Sales Associate is responsible for managing day to day operations of the Treasury Sales Associate functions, with a focus on:

  • Assisting in designing and delivering integrated TM solutions consisting of multiple products across multiple jurisdictions and regions
  • Assisting the Treasury Sales Officer (TSO) in managing a complex client portfolio with sophisticated global treasury needs
  • Conferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiation
  • Taking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)
  • Routing customer requests to the appropriate TSO/CM for further analysis
  • Preparing presentation documents and assisting in relationship planning, gathering information regarding prospects and updating plan as needed
  • Identify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfully

Required Skills:

  • 1-3 years of work experience in the treasury management field
  • B.S. or B.A. degree
  • Strong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-person
  • Working knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)
  • Working knowledge of GTS products, capabilities and applicability to various client segments
  • Understanding of Risk Framework; Proficient in identifying and managing appropriate risk
  • Ability to establish strong relationships with clients to develop new revenue opportunities
  • Effective communication with client and internal business partners, verbally and in written form
  • Ability to identify and escalate potential issues early
  • Ability to prioritize and manage a portfolio of clients
  • Strong organizational skills and time management, including ability to re-direct service work to proper channels
  • Travel 10% of time

Desired Skills:

  • Passionately curious – motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve
  • Courageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder value
  • Demonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independently
  • Knowledge of bank network and effective business partnering

The Treasury Sales Associate can be filled as a Treasury Sales Associate I or Treasury Sales Associate II


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time


Talent Acquisition Contact:

Referral Bonus: