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Treasury Sales Associate – Global Payment Solutions
Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business and financial acumen with the ability to conduct thorough analysis and develop strategies for revenue growth. Proficient in managing client relationships and supporting the treasury sales process through effective communication and collaboration.
Highest-signal resume keywords
Treasury Management ExperienceB2B Sales ExperienceCertified Treasury ProfessionalClient Relationship ManagementFinancial Analysis
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
- 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, 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 for pricing strategies
- Partner with Product Specialists and support partners to grow revenue and deepen relationships
- 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 with Treasury Sales Officers
- 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 and analysis of trends and opportunities
- Risk management and preparation for client meetings
- Strong client relationships through effective communication and collaboration
- Proactive mindset and effective time management
- Results-driven mindset and prioritization of client and team interests
- Strong computer application skills, including Microsoft Office
- 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
- Working knowledge of U.S. and global treasury management products, services, and industry trends
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Annual discretionary incentive plan eligibility
- Benefits eligibility
- Paid time off
- Resources and support for employees
- Opportunities to learn, grow, and make an impact
- Inclusive workplace
- Support for physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office flexibility based on role-specific considerations
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AcumenProfitability AnalysisCost-Benefit AnalysisSales Data ManagementMarket Research
Soft Skills
Effective CommunicationProblem SolvingTime ManagementProactive MindsetCollaboration
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Corporate BankingGlobal PaymentsCash Management ProductsTreasury SalesClient Onboarding