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 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 client interactions to enhance service delivery and support business objectives.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisCertified Treasury ProfessionalU.S. Cash Management Products Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingTrend AnalysisCost-Benefit AnalysisSales Data ManagementProposal DevelopmentPricing ModelsClient AnalysisRevenue Performance AnalysisKYC Onboarding

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsTreasury ManagementCash Management ProductsClient Management ProcessSales OperationsComplianceProduct Management

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, including profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to coordinate KYC onboarding for new legal entities
Assist with the Client Management Process, including client planning, calling efforts, 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
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 with prioritization of client and team interests
Strong computer application skills, including Microsoft Office
Bachelor’s degree or equivalent work experience
Certified Treasury Professional certification or equivalent desired
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 desired
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

In-office culture with role-specific flexibility
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees’ physical, emotional, and financial wellness