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Treasury Sales Associate I – Global Payment Solutions
Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, revenue growth strategies, and financial analysis. Proficient in coordinating KYC onboarding and managing sales pathways while ensuring data integrity across core systems.
Highest-signal resume keywords
Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisCertified Treasury ProfessionalB2B Sales Experience
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, including profitability, revenue performance, product usage, balance trends, and variance analysis
- Coordinate KYC onboarding for new legal entities with AML and onboarding teams
- Assist with the Client Management Process, including client planning, client calling, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
- Develop strategies and 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 to grow revenue and deepen 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
- 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 effective communication and collaboration
- Proactive mindset and effective time management
- Results-driven mindset prioritizing 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
- Working knowledge of U.S. and global treasury management products, services, and industry trends
- Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
Benefits
Comp & perks- Discretionary incentive eligible; eligible to participate in the annual discretionary plan
- Benefits eligible
- Access to paid time off
- Resources and support to employees
- In-office culture with an appropriate level of 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 AnalysisKYC OnboardingSales Data ManagementTrend AnalysisProposal DevelopmentPricing ModelsClient Portfolio AnalysisCash Management Products Knowledge
Soft Skills
Effective CommunicationProblem SolvingTime ManagementProactive MindsetCollaboration
Tools & Technologies
Microsoft OfficeSales Pipeline SystemsClient Management Systems
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Corporate BankingGlobal PaymentsTreasury ManagementFinancial ServicesB2B Sales