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

Bank of America • Charlotte, NC

4d • Onsite

About The Position

Supports the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, Restaurants (HTSR) team. The role focuses on developing strategies to grow revenue domestically and internationally and uses internal partners and resources to coordinate industry, prospect, and client research and support high-quality pre-call planning.

The associate maintains accurate sales data across core systems and prepares client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis. The role also coordinates client planning and calling efforts, supports onboarding and implementation, develops pricing strategies and client proposals, and participates in client meetings and sales activities with Treasury Sales Officers.

Bank of America describes an in-office culture with office-based attendance requirements and role-specific flexibility. The position is listed as first shift and 40 hours per week.

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 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.
• Bachelor’s degree or equivalent work experience.
• 40 hours per week; first shift.

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; 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.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the HTSR team, 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 for Treasury Sales Officers and product partners.
• Maintain accurate and complete 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, client calling efforts, client team 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 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, 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 bank areas for submission for implementation.

What This Job Offers

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