Treasury Sales Associate

Job Description This role 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 of complex, often global TMT client relationships. Key Responsibilities Partner closely with TSOs to manage and grow a portfolio of complex, often global TMT client relationships. Prepare client‑ready materials such as 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. 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. Build strong partnerships across the Corporate Bank, Service, Ops and Implementation teams 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. Assist with coordinating the Client Management Process (CMP), including client planning, calling efforts, meeting preparation, delivery and follow‑up, and revenue and pathway tracking. Conduct industry, client and prospect research to develop strategies and create proposals and pitchbooks for pre‑call planning. Complete price and cost‑benefit analysis models to develop pricing strategies, working with the Treasury Sales Officer on non‑standard pricing. Support clients through implementation, onboarding and training activities. Ensure the accuracy of sales data including managing sales pathways, call reporting and profitability reporting. Participate 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; ability to synthesize data and identify trends. High proficiency in Excel, PowerPoint and Word. 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 a client‑first mindset. Future‑thinking problem solver who embraces change and challenges the status quo. Clear communicator with strong feedback skills, adaptable in fast‑moving environments. Excellent verbal, written and presentation communication skills. 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. 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 and Work Hours 1st shift (United States of America). Hours per week: 40. Location SanFrancisco, CA – 555 California St – Bofa Center. Compensation and Benefits Annualized salary: $95,000 – $107,700, based on experience, education and skill set. Eligible for discretionary incentive plan. Benefits include industry‑leading benefits, paid time off, and resources to support physical, emotional and financial well‑being. #J-18808-Ljbffr Dormont Manufacturing Co