Treasury Sales Associate - Global Payment Solutions – Business Banking

Bank of America•Charlotte, NC

4d•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, focusing on strategies to grow revenue. The role coordinates industry, prospect, and client research with internal partners and resources to support high-quality pre-call planning for Treasury Sales Officers and product partners. It maintains accurate sales data across core systems, including reports, pricing, and rates, and provides client- and portfolio-level analysis of profitability, revenue performance, product usage, balance trends, and variances. The associate develops research-based strategies, proposals, and pitchbooks; completes price and cost-benefit analyses to support pricing strategies, including non-standard pricing; and partners with Product Specialists and support teams to grow revenue and deepen existing relationships. The position also supports clients through implementation, onboarding, and training, participates in client calling and ad hoc sales opportunities, prepares materials for client meetings, and gathers documentation and completes card agreements for implementation. Bank of America describes an in-office culture with role-specific flexibility. The position is first shift and scheduled for 40 hours per week, with travel of up to 5%.

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 for 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, with the ability to prioritize client and team interests.
Strong computer application skills, including Microsoft Office.
High school diploma, GED, secondary school diploma, 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.
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.
Account management, client management, customer and client focus, oral communication, presentation, critical thinking, data management, portfolio analysis, problem solving, relationship building, active listening, analytical thinking, collaboration, prioritization, and written communication skills.

Responsibilities

Support the end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team, helping develop strategies to grow revenue.
Coordinate industry, prospect, and client research with internal partners and resources to support pre-call planning.
Maintain accurate and complete sales data across core systems, including reports, pricing, and rates.
Produce client- and portfolio-level analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis.
Conduct industry, client, and prospect research and use it to develop strategies, proposals, and pitchbooks.
Complete price and cost-benefit analysis models 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 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 various areas of the bank for submission for implementation.