Treasury Sales Associate I – Global Payment Solutions – General Industries - Healthcare, Technology, Sponsors, Restaurants (HTSR)

Bank of America • Chicago, IL

2d • Onsite

About The Position

At Bank of America, the Treasury Sales Associate I supports the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, Restaurants (HTSR) team. The team develops strategies to grow revenue domestically and internationally. The role coordinates research and client planning, maintains accurate sales and pipeline information, analyzes client and portfolio performance, supports pricing and proposals, and partners with onboarding, product, and other internal teams. The associate also helps clients with implementation, onboarding, and training; participates in client calling and direct sales activities; and coordinates responses to escalated service issues.

The position is based at Bank of America Tower Chicago in Chicago, Illinois. It is a first-shift role with a 40-hour workweek. Bank of America describes its culture as in-office, with role-specific flexibility. The role may require travel 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 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 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.
• Skills: 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, helping develop strategies to grow revenue domestically and internationally.
• Coordinate industry, prospect, and client research with internal partners and resources to support pre-call planning.
• Maintain accurate and complete sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Prepare client- and portfolio-level analyses, 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 efforts, meeting preparation and follow-up, and revenue and pathway tracking.
• Conduct industry, client, and prospect research and develop strategies, proposals, and pitchbooks for pre-call planning.
• Complete price and cost-benefit analyses to develop pricing strategies, including coordinating with Treasury Sales Officers on non-standard pricing.
• Partner with Product Specialists and support partners to develop revenue-growth strategies and deepen existing relationships.
• Support clients through implementation, onboarding, and training activities.
• Manage sales pathways, call reporting, and profitability reporting to ensure sales data accuracy.
• Participate in in-person client calling 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 required documentation from bank areas for implementation.

Benefits

• Paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business or group performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level