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Treasury Sales Associate I – Global Payment Solutions
Bank of America. Support Treasury Sales Officers in managing and growing domestic and global portfolios .
About the role
Key responsibilities & impact- Support Treasury Sales Officers in managing and growing domestic and global portfolios
- Support the end-to-end treasury sales process for the Middle Market Technology Team
- Coordinate industry, prospect, and client research and pre-call planning
- Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
- Produce client and portfolio analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
- Coordinate KYC onboarding for new legal entities with AML and onboarding teams
- Coordinate the Client Management Process, including client planning, calling efforts, team meeting preparation, follow-up, and revenue tracking
- Develop strategies, proposals, and pitchbooks for client and prospect meetings
- 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 implementation, client onboarding, and training activities
- 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 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
- Strong client relationships through 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
Benefits
Comp & perks- Affordable, competitive, and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- In-office flexibility based on role-specific responsibilities and business needs