Treasury Sales Associate I- Global Payment Solutions - Middle Market

Bank of America•Charlotte, NC

1d•Onsite

About The Position

At Bank of America, the Treasury Sales Associate I supports a direct, end-to-end relationship with one or more Treasury Sales Officers (TSOs), helping manage and grow an assigned portfolio domestically and globally. The role supports treasury sales from prospecting and sale through implementation, and coordinates the Client Management Process (CMP), with a focus on acquiring clients and deepening existing relationships. The associate partners with product specialists and service partners to recommend and develop customized treasury solutions that meet client needs. The position is on the Middle Market Technology Team and supports TSOs in developing strategies to grow revenue. It includes client and prospect research, sales and portfolio analysis, pricing support, data and pipeline management, onboarding coordination, client meeting preparation, and assistance with implementation and training. The role also participates in in-person client calls and ad hoc direct sales opportunities with TSOs, and helps ensure escalated service issues are managed with appropriate resources. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. The position is first shift, with a stated 40-hour workweek.

Requirements

At least one year of treasury management or corporate banking experience, or successful completion of a training program.
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.

Nice To Haves

Two or more years of B2B sales and/or client service experience in a financial services environment.
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; 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.

Responsibilities

Support the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Technology Team, developing 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 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, client team meeting preparation and follow-up, and revenue and pathway tracking.
Develop strategies and create proposals and pitchbooks using industry, client, and prospect research.
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 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 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.