Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America • Minneapolis, MN

5d • $95,000 - $109,200 • Onsite

About The Position

At Bank of America, the Treasury Sales Associate supports Treasury Sales Officers on the Middle Market Team in developing strategies to grow domestic and international revenue. The role supports the end-to-end treasury sales process, including research and pre-call planning, client and portfolio analysis, pricing, sales-data management, onboarding, and client implementation. The associate works with Treasury Sales Officers, Product Specialists, and internal support partners to deepen client relationships, identify business opportunities, and prepare client presentations and proposals. The role is based at the listed Chicago or Minneapolis office locations and is part of the bank’s in-office culture, with flexibility based on role-specific considerations. The position is first shift and scheduled for 40 hours per week. It offers an annual salary range of $95,000 to $109,200 and eligibility for an annual discretionary incentive plan and employee benefits.

Requirements

• At least one year of treasury management or corporate banking experience, or successful completion of a training program.
• Strong business and financial acumen, including 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.
• 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; 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 in account management, client management, customer and client focus, oral communication, presentations, critical thinking, data management, portfolio analysis, problem-solving, relationship building, active listening, analytical thinking, collaboration, prioritization, and written communication.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team, focused on domestic and international revenue growth.
• Coordinate industry, prospect, and client research with internal partners to support pre-call planning for Treasury Sales Officers and product partners.
• Maintain accurate and reliable sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• 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 and calling, 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.
• Manage sales pathways, call reporting, and profitability reporting to ensure sales data accuracy.
• Participate in in-person 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.
• Travel up to 5%.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Annual discretionary incentive plan eligibility, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
• Industry-leading benefits, resources, and support for employees.

What This Job Offers

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