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 11/5/2026full-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 expertise in treasury management and corporate banking. Proficient in client relationship management, effective communication, and strategic revenue growth through analysis and problem-solving.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisCertified Treasury ProfessionalB2B Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingData AnalysisCost-Benefit AnalysisSales Data ManagementKYC OnboardingProposal DevelopmentPricing ModelsClient Portfolio AnalysisCash Management Knowledge

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsTreasury ManagementFinancial ServicesClient Management ProcessSales PipelineRisk ManagementIndustry Trends

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 accurate sales data across 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 for new legal entities
Coordinate the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, revenue tracking, and pathway tracking
Conduct research to develop strategies and create 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 relationships
Support clients through implementation, onboarding, and training
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 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 and prioritization of client and team interests
Strong computer application skills, including Microsoft Office
Bachelor’s Degree or Equivalent Work Experience
Two or more years of B2B sales and/or client service experience in a financial services environment
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

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Workplace wellness support, including physical, emotional, and financial wellness resources