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Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit
Bank of America. Support the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education, and Not For Profit team .
About the role
Key responsibilities & impact- Support the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education, and Not For Profit 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 facilitate client readiness and KYC onboarding
- Coordinate 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 activities
- Participate in in-person calling activities and ad-hoc direct sales opportunities
- Ensure escalated service issues are managed 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 prioritizing client and team interests
- Strong computer application skills, including Microsoft Office
- Two or more years of Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle Experience a plus
- 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
- Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment
- Working knowledge of U.S. and global treasury management products, services, and industry trends
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Commitment to an inclusive workplace
- Opportunities to learn, grow, and make an impact
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office culture with an appropriate level of flexibility based on role-specific considerations
- Work from home posture may be available to internal employees without making them ineligible to post