Treasury Sales Associate I – Global Payment Solutions – General Industries - Healthcare, Technology, Sponsors, Restaurants (HTSR)

Bank of America • Charlotte, NC

2d • Onsite

About The Position

At Bank of America, the Treasury Sales Associate I supports the end-to-end treasury sales process for Treasury Sales Officers on the General Industries—Healthcare, Technology, Sponsors, Restaurants (HTSR) team. The team develops strategies to grow revenue domestically and internationally. The associate coordinates research and pre-call planning, maintains accurate sales data, prepares client and portfolio analysis, and supports client management, onboarding, implementation, and sales activities. The role involves working with Treasury Sales Officers, product specialists, AML and onboarding teams, and other internal partners to deepen client relationships and identify opportunities. The position is based in an in-office culture with role-specific flexibility and requires up to 5% travel. The stated schedule is first shift, 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, including 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.
• Bachelor’s degree or equivalent work experience is listed as a minimum education requirement.

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.
• Proven experience prospecting and developing new business.
• Skills in account management, client management, customer and client focus, oral communication, presentation, critical thinking, data management, portfolio analysis, problem solving, relationship building, active listening, analytical thinking, collaboration, prioritization, and written communication.

Responsibilities

• Support Treasury Sales Officers throughout the end-to-end treasury sales process and help develop strategies to grow domestic and international revenue.
• Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
• Maintain accurate sales data in 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 coordinate client readiness and KYC onboarding for new legal entities as required.
• Coordinate the Client Management Process, including client planning and 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 working with Treasury Sales Officers on non-standard pricing.
• Partner with Product Specialists and support partners to develop revenue-growth strategies and deepen existing 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level