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 .

Posted 10/23/2026full-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, revenue growth strategies, and financial analysis. Proficient in coordinating client onboarding processes and conducting market research to support sales initiatives.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AcumenProblem SolvingTrend AnalysisCost-Benefit AnalysisSales Data ManagementRevenue Performance AnalysisKYC OnboardingBusiness DevelopmentRisk ManagementMicrosoft Office Proficiency

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Healthcare BankingHigher Education BankingNot For Profit BankingGlobal PaymentsCorporate BankingTreasury SalesClient Management ProcessSales PathwaysRevenue Cycle ExperienceIndustry Research

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 accuracy and integrity of sales data across core systems, including 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
Assist with the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, and revenue/pathway tracking
Conduct industry, client, and prospect research to develop strategies, proposals, and pitchbooks
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
Manage sales pathways, call reporting, and profitability reporting
Participate in in-person calling activities and ad-hoc direct sales opportunities
Ensure escalated service issues are properly managed
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 preparation for client meetings
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset; prioritizes 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
Working knowledge of U.S. and global treasury management products, services, and industry trends
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
40 hours per week
Must work in the United States of America shift/time context

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
In-office flexibility based on role-specific considerations