Treasury Sales Associate I – Global Payment Solutions

Bank of America

. Facilitate direct end-to-end relationships with Treasury Sales Officers .

Posted 10/23/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong business and financial acumen with a proactive mindset to manage and grow client relationships in treasury management. Capable of conducting thorough analyses and developing strategies to enhance revenue and client satisfaction.

Highest-signal resume keywords

Treasury Management ExperienceB2B Sales ExperienceClient Service SkillsCertified Treasury ProfessionalRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRevenue TrackingKYC OnboardingCost-Benefit AnalysisProposal DevelopmentPortfolio ManagementClient Relationship ManagementSales Data ManagementTrend AnalysisPricing Strategies

Soft Skills

Effective CommunicationProblem SolvingCollaborationTime ManagementResults-Driven Mindset

Tools & Technologies

Microsoft OfficeCore SystemsDeal PipelinesClient PlansCall Reports

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsCash Management ProductsFinancial ServicesClient Onboarding

About the role

Key responsibilities & impact

Facilitate direct end-to-end relationships with Treasury Sales Officers
Manage and grow assigned domestic and global portfolios
Support treasury sales activities from sale through implementation
Coordinate the Client Management Process, including client planning, calling efforts, team meetings, follow-up, revenue tracking, and pathway tracking
Develop strategies to grow revenue and deepen existing relationships
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across core systems, including deal pipelines, client plans, call reports, pricing, and rates
Produce client and portfolio analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
Coordinate KYC onboarding for new legal entities with AML and onboarding teams
Create proposals and pitchbooks for pre-call planning
Complete price and cost-benefit analysis models and support non-standard pricing
Partner with Product Specialists and support partners on revenue-growth strategies
Support implementation, client onboarding, and training activities
Participate in in-person client calling and ad-hoc direct sales opportunities
Manage escalated service issues with appropriate resources
Prepare analysis and presentation materials for client meetings
Complete card agreements and gather implementation documentation

Requirements

What you’ll need

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Strong business and financial acumen
Effective problem solving and analysis of trends and opportunities
Risk management and preparation for client meetings
Effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office
Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
Bachelor’s degree or equivalent work experience (desired)
Certified Treasury Professional certification or equivalent (desired)
Experience prospecting and developing new business (desired)
Knowledge of U.S. or international cash management products (desired)
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 (desired)
Working knowledge of U.S. and global treasury management products, services, and industry trends
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact