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 serving Healthcare, Higher Education, and Not For Profit clients .

Posted 10/23/2026full-timeAtlanta • North Carolina • United StatesJuniorMid-LevelWebsite

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-building and revenue growth strategies. Proficient in financial analysis, KYC onboarding, and effective communication to support client management processes.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship BuildingFinancial AnalysisCertified Treasury ProfessionalU.S. Cash Management Products Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AcumenProblem SolvingTrend AnalysisRisk ManagementCost-Benefit AnalysisSales Data ManagementClient Portfolio AnalysisRevenue TrackingKYC OnboardingBusiness Development

Soft Skills

Effective CommunicationCollaboration SkillsProactive MindsetTime ManagementResults-Driven

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Healthcare BankingHigher Education BankingNot For Profit BankingGlobal PaymentsCorporate BankingTreasury Sales ProcessClient Management ProcessRevenue CycleCash Management ProductsBanking Compliance

About the role

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers serving Healthcare, Higher Education, and Not For Profit clients
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 analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
Coordinate KYC onboarding and client readiness with AML and onboarding teams
Support the Client Management Process, including client planning, calling efforts, meeting preparation, delivery, follow-up, and revenue tracking
Develop strategies, proposals, and pitchbooks through industry, client, and prospect research
Complete price and cost-benefit analysis models and support non-standard pricing
Partner with Product Specialists and support teams to deepen client relationships and grow revenue
Support implementation, client onboarding, and training activities
Participate in in-person calling and ad-hoc direct sales opportunities
Manage escalated service issues with appropriate resources
Prepare analysis and presentation materials for client meetings
Complete card agreements and gather implementation documentation

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, trend and opportunity analysis, risk management, and client-meeting preparation
Strong client relationship-building, communication, and collaboration skills
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
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

Inclusive workplace commitment
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 role-specific flexibility
Work-from-home posture may be available to internal employees without affecting eligibility