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

Bank of America•Atlanta, GA

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 the development of strategies to grow revenue domestically and internationally. It coordinates research and client preparation, maintains accurate sales data, performs portfolio and profitability analysis, and partners with onboarding, AML, product, and other support teams. The associate also supports client planning, sales activities, implementation, onboarding, training, and client meetings.

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 effective 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 and ability to prioritize 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.

Responsibilities

Support Treasury Sales Officers in the end-to-end treasury sales process and in developing 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 in 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 and coordinate KYC onboarding for new legal entities as required.
Coordinate the Client Management Process, including client planning, 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 collaboration with Treasury Sales Officers on non-standard pricing.
Work 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 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.