Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America•Dallas, TX

1d•Onsite

About The Position

At Bank of America, the Treasury Sales Associate supports Treasury Sales Officers on the Middle Market Team in the end-to-end treasury sales process. The role focuses on developing strategies to grow revenue domestically and internationally across the Middle Market and Dealer Financial Services segment. It coordinates research and pre-call planning, maintains accurate sales data, analyzes client and portfolio performance, supports pricing and revenue strategies, and helps clients with onboarding, implementation, and training. The associate also supports client management activities, participates in client calls, coordinates resolution of escalated service issues, and prepares materials and documentation for client meetings and implementation. The position is based at Bank of America Tower, One Bryant Park, New York, NY. Bank of America describes its culture as in-office, with role-specific flexibility. The position is first shift and 40 hours per week, with travel of up to 5%. The posted annual salary range is $95,000–$109,200, with offers determined by experience, education, and skill set. The role is eligible for a discretionary annual incentive plan and benefits, including access to paid time off.

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, including problem-solving, trend and opportunity analysis, risk management, and preparation for client meetings.
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.

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.
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 Treasury Sales Officers through the end-to-end treasury sales process and help develop strategies to grow domestic and international revenue in the Middle Market and Dealer Financial Services segment.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning for Treasury Sales Officers and product partners.
Maintain the accuracy and integrity of sales data in core systems, including deal pipelines, client plans, call reports, pricing, rates, sales pathways, and profitability reporting.
Prepare client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
Partner with AML and onboarding teams to coordinate client readiness and KYC onboarding for new legal entities as required.
Coordinate the Client Management Process, including client planning, calling efforts, client team meeting preparation and follow-up, and revenue and pathway tracking.
Conduct industry, client, and prospect research and develop strategies, proposals, and pitchbooks for pre-call planning.
Complete price and cost-benefit analyses to develop pricing strategies, including work with Treasury Sales Officers on non-standard pricing.
Partner with Product Specialists and support partners to develop revenue growth strategies 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 the appropriate resources.
Prepare analysis and presentation materials for client meetings.
Complete card agreements and gather documentation from across the bank for submission for implementation.