Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America•New York, NY

2d•$95,000 - $109,200•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 within the Middle Market and Dealer Financial Services segment. It involves coordinating research and sales preparation, maintaining accurate sales data, conducting client and portfolio analysis, supporting onboarding and implementation, and helping deepen client relationships. The position is based at Bank of America Tower in New York, NY, and follows a first shift schedule of 40 hours per week. The role is eligible for an annual discretionary incentive plan and company benefits, including 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 client meeting preparation.
Ability to build client relationships through effective communication and collaboration.
Proactive mindset and effective time management.
Results-driven mindset with the 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

Coordinate industry, prospect, and client research with internal partners and resources to support pre-call planning for Treasury Sales Officers and product partners.
Maintain accurate sales data across 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, client team meeting preparation 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, including non-standard pricing in partnership with Treasury Sales Officers.
Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing client 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 teams for submission for implementation.