Global Payments Treasury Sales Associate

Bank of America; Chicago (IL); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Chicago, IL seeks a Treasury Sales Coordinator to support end-to-end treasury sales for the Middle Market team, shaping strategies to grow revenue domestically and internationally.

You will coordinate research, assist with pricing analyses, onboard clients, and prepare materials for meetings, leveraging strong client relationships and financial acumen. This role requires travel up to 5% and offers discretionary incentives and comprehensive benefits.

Qualifications

• Minimum of one year treasury management/corporate banking experience
• Ability to Travel up to 5%
• Strong business and financial acumen enabling effective problem solving and client meetings
• Builds strong client relationships through effective communication
• Proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client and team interests
• Experience with MS Office and data analysis tools

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally
• coordinates research for pre-call planning with TSOs and product partners
• Maintains accuracy of sales data across core systems
• Produces and supports client and portfolio level analyses
• Partners with AML and onboarding teams to facilitate client readiness
• Assists with coordinating the Client Management Process (CMP) and revenue tracking
• Completes price and cost-benefit analysis models to develop pricing strategies
• Supports clients through implementation, onboarding, and training

Skills

Account Management

Client Management

Relationship Building

Data Management

Portfolio Analysis

Analytical Thinking

Problem Solving

Oral Communications

Written Communications

Collaboration

Education

Bachelor's Degree or Equivalent Work Experience

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America in Chicago, IL seeks a Treasury Sales Coordinator to support end-to-end treasury sales for the Middle Market team, shaping strategies to grow revenue domestically and internationally.

You will coordinate research, assist with pricing analyses, onboard clients, and prepare materials for meetings, leveraging strong client relationships and financial acumen. This role requires travel up to 5% and offers discretionary incentives and comprehensive benefits.