Treasury Sales Associate - Global Payment Solutions – Business Banking

Bank of America • Boston, MA

5d • $95,000 - $109,200 • Onsite

About The Position

At Bank of America, 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 strategies that grow revenue. The role coordinates research and sales resources, analyzes client and portfolio performance, develops pricing strategies and presentation materials, and partners with product and support teams to deepen relationships and identify opportunities. The associate also supports clients through implementation, onboarding, and training, and participates in client calls and direct sales opportunities. The position is based in Boston or New York, follows a first shift schedule, and is 40 hours per week. Bank of America maintains an in-office culture with role-specific flexibility considerations.

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, prioritizing 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.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team, focused on developing strategies to grow revenue.
• Coordinate industry, prospect, and client research with internal partners and resources to support high-quality pre-call planning for Treasury Sales Officers and product partners.
• Maintain the accuracy and integrity of sales data across core systems, including reports, pricing, and rates.
• Produce and support client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Complete price and cost-benefit analysis models to develop pricing strategies, including work 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 is accurate.
• 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.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Eligible to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and company success.

What This Job Offers

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