Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit

Bank of America•Atlanta, GA

10h•Onsite

About The Position

At Bank of America, the Treasury Sales Associate supports Treasury Sales Officers on the Healthcare, Higher Education, and Not For Profit team. The role supports the end-to-end treasury sales process and development of domestic and international revenue-growth strategies. It coordinates research and pre-call planning, maintains accurate sales data, and produces client- and portfolio-level analysis. The associate also supports client onboarding and implementation, pricing strategies, client management activities, and direct sales opportunities alongside Treasury Sales Officers. The position works with internal partners, product specialists, AML and onboarding teams, and clients to support relationship growth and readiness. It also helps prepare proposals, pitchbooks, analyses, and meeting materials; tracks revenue and sales pathways; manages escalated service issues; and gathers documentation for card agreements and implementation. Bank of America describes an in-office culture with role-specific attendance requirements and appropriate flexibility. The position is first shift and 40 hours per week, with travel up to 5%.

Requirements

Minimum of 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 to support 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.
Minimum education: High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

Two or more years of Not For Profit, Higher Education, or Healthcare Banking/Revenue Cycle experience.
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.
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.
Account management, client management, customer and client focus, oral communications, presentation skills, critical thinking, data management, portfolio analysis, problem solving, relationship building, active listening, analytical thinking, collaboration, prioritization, and written communications.

Responsibilities

Support the end-to-end treasury sales process for 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 Treasury Sales Officers and product partners.
Maintain the accuracy and integrity of 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 coordinating KYC onboarding for new legal entities as required.
Assist with the Client Management Process, including client planning, calling efforts, client team meeting preparation, delivery, 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 working with Treasury Sales Officers on non-standard pricing.
Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
Support clients through implementation, client 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 the appropriate resources.
Prepare analysis and presentation materials for client meetings.
Complete card agreements and gather documentation from areas across the bank for submission for implementation.