Treasury Sales Associate I - Global Payment Solutions - Middle Market
About The Position
At Bank of America, the Treasury Sales Associate supports Treasury Sales Officers (TSOs) on the Middle Market Team in the end-to-end treasury sales process. The role helps develop strategies to grow revenue domestically and internationally, deepen client relationships, and support new business opportunities. It uses internal partners and resources to coordinate research, prepare client materials, analyze portfolios and pricing, and maintain accurate sales data across core systems. The associate supports client readiness and onboarding, implementation, and training, and coordinates client management activities from planning and meetings through follow-up and revenue tracking. The position also participates in in-person client calls and ad-hoc sales opportunities with TSOs, helps address escalated service issues, and prepares analysis and presentation materials for client meetings. Bank of America describes its culture as committed to Responsible Growth, inclusion, teammate wellness, performance recognition, and an in-office culture with role-specific flexibility.
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 mindset and ability to prioritize client and team interests.
- Strong computer application skills, including Microsoft Office.
- Bachelor’s degree or equivalent work experience.
- Strong oral and written communication, presentation, critical-thinking, data-management, portfolio-analysis, problem-solving, relationship-building, active-listening, analytical-thinking, collaboration, and prioritization skills.
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; 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.
Responsibilities
- Support the end-to-end treasury sales process for Middle Market Treasury Sales Officers and help develop strategies to grow revenue domestically and internationally.
- Coordinate industry, prospect, and client research with internal partners to support pre-call planning for TSOs and product partners.
- Maintain accurate and complete sales data in core systems, including deal pipeline, 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 KYC onboarding for new legal entities as required.
- Coordinate the Client Management Process, including client planning, client calling efforts, meeting preparation and follow-up, and revenue and pathway tracking.
- Conduct industry, client, and prospect research and use it to develop strategies, proposals, and pitchbooks for pre-call planning.
- Complete price and cost-benefit analysis models to develop pricing strategies, including non-standard pricing with the Treasury Sales Officer.
- 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 calling activities 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 bank areas for submission for implementation.
Benefits
- Paid time off
- Access to resources and support for employees
- Annual discretionary incentive eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
