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

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Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, revenue growth strategies, and financial analysis. Proficient in developing pricing strategies and conducting market research to support business development initiatives.

Highest-signal resume keywords

Treasury Management ExperienceB2B Sales ExperienceCertified Treasury ProfessionalFinancial Analysis SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenCost-Benefit AnalysisData Integrity ManagementProfitability ReportingPricing Strategy DevelopmentMarket ResearchSales Data AnalysisProposal DevelopmentTrend AnalysisRisk Management

Soft Skills

Effective CommunicationProblem SolvingTime ManagementProactive MindsetCollaboration

Tools & Technologies

Microsoft OfficeSales Reporting SystemsClient Management Systems

Certifications & Qualifications

Certified Treasury ProfessionalBachelor's Degree

Industry Keywords

Corporate BankingGlobal PaymentsCash Management ProductsFinancial ServicesClient OnboardingSales PathwaysPortfolio AnalysisClient EngagementBusiness DevelopmentFinancial 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 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
Complete price and cost-benefit analysis models to develop pricing strategies, including non-standard pricing
Partner with Product Specialists and support partners to grow revenue and deepen existing relationships
Support clients through implementation, onboarding, and training
Manage sales pathways, call reporting, and profitability reporting
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 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, 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 with 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
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
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Commitment to an inclusive workplace
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and reward for performance
Work-from-home posture may be available to internal employees without making them ineligible to post