Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America•Boston, MA

3d•Onsite

About The Position

The Treasury Sales Associate I supports the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team, helping develop strategies to grow revenue domestically and internationally. The role coordinates industry, prospect, and client research; supports pre-call planning; maintains accurate sales data; and produces client- and portfolio-level analysis. It also partners with AML, onboarding, product specialists, and other internal teams to support client readiness, relationship development, implementation, and service issue resolution. The associate assists with client planning and calling efforts, prepares meeting materials and proposals, supports pricing strategy and analysis, and participates in client calls and ad-hoc sales opportunities. The position is based at listed Bank of America locations in Hartford, Connecticut, or Boston, Massachusetts. Bank of America describes its culture as in-office, with role-specific flexibility. The stated schedule is first shift, 40 hours per week, and travel may be up to 5%.

Requirements

At least one year of treasury management or corporate banking experience, or successful completion of a training program.
Ability to travel up to 5%.
Strong business and financial acumen for problem solving, trend and opportunity analysis, risk management, and client-meeting preparation.
Ability to build strong client relationships through effective communication and collaboration.
Proactive mindset and effective time management.
Results-driven approach that prioritizes client and team interests.
Strong computer application skills, including Microsoft Office.
Minimum education requirement: bachelor's degree or equivalent work experience.

Nice To Haves

Two or more years of B2B sales and/or client service experience in a financial services environment.
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 is 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.
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, and written communications.

Responsibilities

Support Treasury Sales Officers in the end-to-end treasury sales process and development of domestic and international revenue-growth strategies.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
Maintain accurate sales data across core systems, including deal pipelines, client plans, call reports, pricing, rates, sales pathways, and profitability reporting.
Produce and support client- and portfolio-level analyses, including profitability, revenue performance, product usage, balance trends, and variance analysis.
Partner with AML and onboarding teams to facilitate client readiness, including coordinating KYC onboarding for new legal entities as required.
Coordinate the Client Management Process, including client planning, client calling efforts, client team meeting preparation, delivery, follow-up, and revenue and pathway tracking.
Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks.
Complete price and cost-benefit analysis models to develop pricing strategies, including non-standard pricing with Treasury Sales Officers.
Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing client relationships.
Support clients through implementation, onboarding, and training activities.
Participate in in-person client calls and ad-hoc direct sales opportunities with Treasury Sales Officers.
Ensure escalated service issues are managed with appropriate resources.
Prepare analysis and presentation materials for client meetings.
Complete card agreements and gather documentation from across the bank for submission for implementation.