Global Payments Treasury Sales Associate – Growth & Strategy

Bank of America; New York (NY); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America seeks a treasury sales support professional to assist the Business Banking team in New York. You will coordinate industry and client research, support pre-call planning, and help with pricing strategies and profitability analyses.

Work involves collaboration with product partners, client onboarding, and preparing materials for client meetings while maintaining accurate sales data across core systems. A proactive, results-driven mindset is essential.

Qualifications

• Minimum one year of treasury management/corporate banking experience or completion of a training program.
• Ability to Travel up to 5%.
• Demonstrates business and financial acumen for client meetings and risk assessment.

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers on the Business Banking team.
• Coordinates industry, prospect, and client research to support pre-call planning.
• Maintains accuracy of sales data across core systems, including pricing and rates.
• Produces analyses on profitability, revenue, product usage and balance trends.
• Develops proposals and pitchbooks for pre-call planning with clients and prospects.
• Partners with Product Specialists to grow revenue and deepen relationships.
• Supports client onboarding, implementation, and training activities.
• Prepares analysis and presentation materials for client meetings.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a treasury sales support professional to assist the Business Banking team in New York. You will coordinate industry and client research, support pre-call planning, and help with pricing strategies and profitability analyses.

Work involves collaboration with product partners, client onboarding, and preparing materials for client meetings while maintaining accurate sales data across core systems. A proactive, results-driven mindset is essential.