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 HTSR team .

Posted 9/17/2026full-timeNew York City • New York • United 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 KYC onboarding and managing client interactions to enhance service delivery and client satisfaction.

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 AcumenProfitability AnalysisCost-Benefit AnalysisKYC OnboardingSales Data ManagementTrend AnalysisPricing StrategiesProposal DevelopmentClient OnboardingRisk Management

Soft Skills

Effective Problem SolvingStrong Communication SkillsCollaboration SkillsProactive MindsetTime Management

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsCash Management ProductsFinancial ServicesClient Management Process

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers on the 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 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
Coordinate KYC onboarding for new legal entities with AML and onboarding teams
Assist with Client Management Process activities, including client planning, calling efforts, team meetings, 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 to grow revenue and deepen relationships
Support implementation, client onboarding, and training activities
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 trend/opportunity analysis
Risk management and client meeting preparation 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
Bachelor’s degree or equivalent work experience
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
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture with an appropriate level of role-specific flexibility
Opportunities to learn, grow, and make an impact