Treasury Sales Associate I – Global Payment Solutions – General Industries, Healthcare, Technology, Sponsors, Restaurants

Bank of America

. Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries–HTSR team .

Posted 10/14/2026full-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, financial analysis, and strategic revenue growth. Proficient in developing proposals and conducting market research to support sales initiatives and client onboarding.

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 SolvingRisk ManagementCost-Benefit AnalysisSales Data ManagementMarket ResearchProposal DevelopmentClient Profitability AnalysisPricing StrategyCash Management Products 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 ProcessKYC OnboardingSales PipelineClient ImplementationIndustry TrendsB2B Sales

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries–HTSR 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 pipelines, client plans, call reports, pricing, and rates
Produce client- and portfolio-level profitability, revenue, product usage, balance trend, and variance analyses
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, 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 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 skills
Strong client relationship, communication, and collaboration skills
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
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
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
In-office culture with role-specific flexibility