Treasury Sales Associate – Global Payment Solutions

Bank of America

. Support the end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team .

Posted 11/5/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, financial analysis, and strategic revenue growth. Proficient in conducting market research and developing proposals to enhance client engagement and profitability.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisB2B Sales ExperienceCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProfitability AnalysisCost-Benefit AnalysisSales Data ManagementMarket ResearchProposal DevelopmentPricing StrategiesClient OnboardingTrend AnalysisRisk Management

Soft Skills

Effective CommunicationCollaborationProblem SolvingTime ManagementProactive Mindset

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingTreasury ManagementGlobal PaymentsCash Management ProductsFinancial Services

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team
Develop strategies to grow revenue and deepen existing client relationships
Coordinate industry, prospect, and client research for pre-call planning
Maintain accuracy and integrity of sales data across core systems, reports, pricing, and rates
Produce client- and portfolio-level analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
Conduct research to develop strategies, proposals, and pitchbooks
Complete price and cost-benefit analysis models and support non-standard pricing
Support client implementation, onboarding, and training activities
Manage sales pathways, call reporting, and profitability reporting
Participate in in-person calling activities and direct sales opportunities
Prepare analysis and presentation materials for client meetings
Complete card agreements and gather documentation for implementation

Requirements

What you’ll need

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Ability to travel up to 5%
Strong business and financial acumen
Effective problem solving, trend and opportunity analysis, risk management, and client-meeting preparation
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 or equivalent
Two or more years of B2B sales and/or client service experience in a financial services environment preferred
Bachelor's degree or equivalent work experience desired
Certified Treasury Professional certification or equivalent desired
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
Working knowledge of U.S. and global treasury management products, services, and industry trends

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office culture with role-specific flexibility
Work-from-home posture may be available to internal employees without ineligibility
40 hours per week