Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit

Bank of America • Atlanta, GA

1d • $95,000 - $109,200 • Onsite

About The Position

The Treasury Sales Associate I supports the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education and Not For Profit team. The role helps develop strategies to grow revenue domestically and internationally by coordinating research, preparing client analyses and meeting materials, maintaining accurate sales information, and partnering with internal teams and product specialists.

The associate supports client planning and calling efforts, pricing strategy development, client onboarding and implementation, and resolution of escalated service issues. The role also participates in in-person client calls and ad-hoc sales opportunities with Treasury Sales Officers. This position is based at the Bank of America Tower in Chicago, Illinois, is first shift, and is listed at 40 hours per week.

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 to support 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 mindset and ability to prioritize client and team interests.
• Strong computer application skills, including Microsoft Office.
• Minimum education requirement: high school diploma, GED, secondary school qualification or equivalent.

Nice To Haves

• Two or more years of Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle experience.
• Bachelor’s degree or equivalent work experience.
• 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.
• Proven experience prospecting and developing new business.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education and Not For Profit team, helping develop strategies to grow revenue domestically and internationally.
• Coordinate industry, prospect and client research with internal partners and resources to support high-quality pre-call planning.
• Maintain accurate and complete 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 analysis, 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.
• Assist with the Client Management Process, including client planning, client calling efforts, client team 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 Treasury Sales Officers on non-standard pricing.
• Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Support clients through implementation, onboarding and training activities.
• Participate in in-person client calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers.
• Ensure escalated service issues are managed with the appropriate resources.
• Prepare analysis and presentation materials for client meetings.
• Complete card agreements and gather documentation from bank teams for submission for implementation.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Eligible to participate in the annual discretionary plan, with awards based on individual performance and behaviors, line-of-business and/or group performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED