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

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Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship-building, revenue growth strategies, and financial analysis. Proficient in managing the sales process and coordinating client onboarding and KYC procedures.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship BuildingFinancial AnalysisB2B Sales ExperienceCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProfitability AnalysisCost-Benefit AnalysisSales Data ManagementKYC OnboardingProposal DevelopmentPricing StrategyTrend AnalysisClient Portfolio AnalysisCash Management Products Knowledge

Soft Skills

Effective CommunicationProblem SolvingCollaborationTime ManagementProactive Mindset

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Corporate BankingGlobal PaymentsTreasury SalesFinancial 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 with AML and onboarding teams to facilitate client readiness and KYC onboarding
Assist with the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, and revenue/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 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 relationship-building 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
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 (desired)
Certified Treasury Professional certification or equivalent (desired)
Experience prospecting and developing new business (desired)
Knowledge of U.S. or international cash management products (desired)
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

Discretionary incentive eligible; participation in the annual discretionary plan
Annual discretionary award based on individual performance, line of business/group performance, and Company success
Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture with an appropriate level of flexibility based on role-specific considerations