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

Bank of America•Boston, MA

2d•$95,000 - $109,200•Onsite

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 sales preparation, supports client and portfolio analysis, maintains sales data, and partners with internal teams to prepare clients for onboarding and implementation. The associate also supports client management, pricing, proposals, presentations, training, and direct sales activities.

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.
High school diploma, GED, secondary school education, 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 development of domestic and international revenue-growth strategies.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
Maintain accurate and complete sales information across core systems, including deal pipelines, client plans, call reports, pricing, rates, sales pathways, and profitability reporting.
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 research and develop strategies, proposals, and pitchbooks for pre-call planning.
Complete price and cost-benefit analyses to develop pricing strategies, including non-standard pricing with Treasury Sales Officers.
Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
Support clients through implementation, onboarding, and training.
Participate in in-person calling activities 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 documentation from bank areas for submission for implementation.