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

Bank of America•Boston, NY

22h•Onsite

About The Position

Supports Treasury Sales Officers on the Healthcare, Higher Education and Not for Profit team throughout the end-to-end treasury sales process. The role contributes to strategies for domestic and international revenue growth by coordinating research and pre-call planning, maintaining accurate sales data, preparing client and portfolio analyses, and assisting with client planning and sales activities. It also partners with internal teams on client onboarding, implementation, pricing, service issues, and revenue growth. The position is based in Boston, Massachusetts, or New York, New York, and is associated with first shift, 40 hours per week, and travel of up to 5%.

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 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 approach that prioritizes client and team interests.
Strong computer application skills, including Microsoft Office.
Minimum education requirement: 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.
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 in the end-to-end treasury sales process and development of domestic and international revenue-growth strategies.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
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 analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis.
Partner with AML and onboarding teams to facilitate client readiness and coordinate KYC onboarding for new legal entities as required.
Assist with 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; develop strategies; and create proposals and pitchbooks for pre-call planning.
Complete price and cost-benefit analyses to develop pricing strategies, including non-standard pricing in collaboration with Treasury Sales Officers.
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 calling and ad hoc direct sales opportunities with Treasury Sales Officers.
Ensure escalated service issues are managed appropriately with the relevant resources.
Prepare analyses and presentation materials for client meetings.
Complete card agreements and gather documentation from bank teams for submission to implementation.