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

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 client onboarding processes and conducting comprehensive market research to support sales initiatives.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisB2B Sales ExperienceCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingCost-Benefit AnalysisSales Data ManagementMarket ResearchPricing StrategiesClient ImplementationKYC OnboardingRevenue TrackingTrend Analysis

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsCash Management ProductsFinancial ServicesClient Management ProcessSales PipelinePortfolio AnalysisRisk ManagementClient TrainingBusiness Development

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
Coordinate the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, and revenue tracking
Conduct research and create strategies, proposals, and pitchbooks
Complete price and cost-benefit analysis models and support non-standard pricing
Partner with Product Specialists and support teams to grow revenue and deepen relationships
Support client implementation, onboarding, and training
Participate in in-person calling activities and 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
Two or more years of B2B sales and/or client service experience in a financial services environment preferred
Bachelor’s degree or equivalent work experience
Certified Treasury Professional certification or equivalent preferred
Experience prospecting and developing new business preferred
Knowledge of U.S. or international cash management products preferred
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 preferred
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; participation in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support to employees
Opportunities to learn, grow, and make an impact
Inclusive workplace and support for physical, emotional, and financial wellness
Recognition and reward for performance
In-office culture with role-specific flexibility