Treasury Sales Associate - Global Payment Solutions – Business Banking

Bank of America•Tampa, FL

17h

About The Position

The Treasury Sales Associate supports the end-to-end treasury sales process for Treasury Sales Officers on Bank of America’s Business Banking team, helping develop strategies to grow revenue. The role coordinates research and pre-call planning, maintains accurate sales data, and prepares client and portfolio analyses, pricing models, proposals, pitchbooks, and presentation materials. The associate partners with Treasury Sales Officers, Product Specialists, and other internal teams to grow revenue and deepen client relationships. Responsibilities also include supporting clients through implementation, onboarding, and training; participating in client calls and direct sales opportunities; and collecting documentation for card agreements and implementation. The position is designated as first shift, with a 40-hour workweek and travel of up to 5%. Bank of America describes an in-office culture with role-specific attendance requirements and an appropriate level of flexibility.

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 the ability to solve problems, analyze trends and opportunities, manage risk, and prepare 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 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, with a focus on revenue growth.
Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
Maintain accurate and complete sales data across core systems, including reports, pricing, rates, sales pathways, call reporting, and profitability reporting.
Produce client- and portfolio-level analyses, 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.
Complete price and cost-benefit analysis models to develop pricing strategies, including non-standard pricing in partnership with Treasury Sales Officers.
Partner with Product Specialists and support partners to develop revenue-growth strategies 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.
Prepare analyses and presentation materials for client meetings.
Complete card agreements and gather documentation from various areas of the bank for implementation.