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 .

Posted 11/4/2026full-timeUnited StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong business and financial acumen with the ability to analyze trends and opportunities in treasury management. Proficient in client relationship-building and effective communication, with a focus on proactive client engagement and solution alignment.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship-BuildingFinancial AcumenB2B Sales ExperienceCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisCost-Benefit AnalysisPricing ModelsClient PlanningRevenue Performance AnalysisKYC OnboardingSales Data ManagementTrend AnalysisProposal DevelopmentPortfolio Analysis

Soft Skills

Effective CommunicationProblem SolvingTime ManagementProactive MindsetCollaboration

Tools & Technologies

Microsoft OfficeSalesforceCRM SystemsFinancial Analysis Tools

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsCash Management ProductsFinancial ServicesClient Management Process

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
Coordinate industry, prospect, and client research for pre-call planning
Maintain accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates
Produce client- and portfolio-level analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
Assist with the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
Conduct research to develop strategies, proposals, and pitchbooks
Complete price and cost-benefit analysis models and support non-standard pricing
Partner with Product Specialists and support partners to grow revenue and deepen existing relationships
Support clients through implementation, onboarding, and training
Participate in in-person calling activities and ad-hoc direct sales opportunities
Ensure escalated service issues are properly managed
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 relationship-building 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
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
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
Ability to work 1st shift and 40 hours per week

Benefits

Comp & perks

Discretionary incentive eligible; participation in the annual discretionary plan
Benefits eligible
Access to paid time off
Resources and support for employees’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture with role-specific flexibility