Treasury Sales Associate - Global Payment Solutions – Business Banking

Bank of America • Boston, NY

3d • $95,000 - $109,200 • Onsite

About The Position

The Treasury Sales Associate supports the end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team, with a focus on developing strategies to grow revenue. The role coordinates industry, prospect, and client research with internal partners; supports pre-call planning; and maintains accurate sales data across core systems, reports, pricing, and rates. It also produces client- and portfolio-level analysis covering profitability, revenue performance, product usage, balance trends, and variances.

The associate develops strategies and proposals, prepares client presentations and meeting materials, and builds pricing strategies through price and cost-benefit analysis. In partnership with Treasury Sales Officers, Product Specialists, and other support partners, the role helps grow revenue and deepen client relationships. It supports clients through implementation, onboarding, and training, participates in in-person calling and direct sales opportunities, and gathers documentation and completes card agreements for implementation. The role is based at the listed Boston or New York office locations and is associated with first-shift hours.

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 approach that prioritizes 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 B2B sales and/or client service experience in a financial services environment.
• 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; 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 communications, presentation, 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 on the Business Banking team, focusing on strategies to grow revenue.
• Coordinate industry, prospect, and client research with internal partners and resources to support pre-call planning.
• Maintain the accuracy and integrity of sales data across core systems, including reports, pricing, and rates.
• Prepare client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• 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 non-standard pricing in collaboration 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 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.
• Prepare analysis and presentation materials for client meetings.
• Complete card agreements and gather documentation from across the bank for submission to implementation.
• Travel up to 5%.

Benefits

• Benefits eligibility, including access to paid time off and resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group contributions, and company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED