FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Treasury Sales Associate I – Global Payment Solutions
Bank of America. Support the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team .
About the role
Key responsibilities & impact- Support the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team
- Develop strategies to grow revenue domestically and internationally within the Middle Market and Dealer Financial Services segment
- Coordinate industry, prospect, and client research for pre-call planning
- Maintain accurate sales data across deal pipeline, client plans, call reports, pricing, and rates
- Produce client and portfolio-level analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
- Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
- Coordinate the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/pathway tracking
- Conduct research and create strategies, proposals, and pitchbooks
- Complete price and cost-benefit analysis models and support non-standard pricing
- Partner with Product Specialists to grow revenue and deepen relationships
- Support implementation, client onboarding, and training activities
- Participate in in-person calling activities and direct sales opportunities
- Manage escalated service issues with appropriate resources
- 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 trend/opportunity analysis
- Risk management and preparation for client meetings
- Strong client relationships through 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
- 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
- Bachelor’s Degree or Equivalent Work Experience
Benefits
Comp & perks- Annual discretionary incentive plan eligibility
- Benefits eligibility
- Paid time off
- Resources and support for employees
- Work-from-home posture may be available to internal employees without making them ineligible to post