Treasury Sales Associate I

About the Role

Bank of America is seeking a Treasury Sales Associate I to support the Global Payment Solutions team, focusing on the Healthcare, Higher Education, and Not-for-Profit sectors. The role involves supporting the end-to-end treasury sales process to drive revenue growth domestically and internationally.

Key Responsibilities

• Supports the end-to-end treasury sales process for Treasury Sales Officers (TSOs) on the Healthcare, Higher Education, and Not-for-Profit team.
• Leverages internal partners and resources to coordinate industry, prospect, and client research for pre-call planning.
• 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 and coordinate KYC onboarding.
• Assists with coordinating the Client Management Process (CMP), including client planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/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, including working with TSOs 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 TSOs.
• Ensures escalated service issues are properly managed with the right resources.
• Prepares analysis and presentation materials for all client meetings.
• Completes card agreements and gathers documentation for submission for implementation.

Requirements & Tech Stack

• Microsoft Office proficiency.
• Ability to Travel up to 5%.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Demonstrates strong business and financial acumen.
• 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.
• High School Diploma / GED / Secondary School or equivalent.

Desired Skills

• Two or more years of experience in Not-for-Profit, Higher Education, or Healthcare Banking/Revenue Cycle.
• 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.
• 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.

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: 1st shift (United States of America)

Hours Per Week: 40