Treasury Sales Associate I- Global Payment Solutions - Middle Market

Bank of America•Charlotte, NC

About The Position

At Bank of America, the Treasury Sales Associate I facilitates an end-to-end relationship with one or more Treasury Sales Officers (TSOs), managing and growing an assigned portfolio domestically and globally. The role supports the sales process from 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. On the Middle Market Technology Team, the associate supports Treasury Sales Officers in developing strategies to grow revenue in domestic and international markets. The role includes research and pre-call planning, sales and portfolio analysis, pricing support, client onboarding and implementation, and preparation for client meetings. The associate also helps coordinate client planning and calling activities, tracks revenue and sales pathways, supports client training, and helps ensure escalated service issues are managed with appropriate resources.

Requirements

At least one year of treasury management or corporate banking experience, or successful completion of a training program.
Strong business and financial acumen to support problem solving, analysis of trends and opportunities, 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.

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 is 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.
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 on the Middle Market Technology Team 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 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 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, delivery and follow-up, and revenue and pathway tracking.
Develop strategies and create proposals and pitchbooks for pre-call planning using industry, client, and prospect research.
Complete price and cost-benefit analysis models to develop pricing strategies, including work with the Treasury Sales Officer 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, onboarding, and training activities.
Participate in in-person client 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 various areas of the bank for submission for implementation.