Treasury Sales Associate, Global Payments

Bank of America Corporation; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America Corporation is seeking a Treasury Sales professional to support end-to-end treasury sales processes for the Business Banking team. You will conduct industry and client research, assist with pricing strategies, and prepare client presentations.

The role emphasizes collaboration with product partners, onboarding activities, and maintaining accurate sales data. A bachelor’s degree and treasury/banking exposure are preferred; travel up to 5% may be required.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Business Banking team focused on developing strategies to grow revenue.
• Leverages internal partners to coordinate industry, prospect, and client research, supporting pre call planning for TSOs and product partners.
• Maintains accuracy of sales data across core systems, including reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Conducts industry, client, and prospect research to create proposals and pitchbooks for pre-call planning.
• Completes price and cost benefit analysis models to develop pricing strategies with the Treasury Sales Officer on non-standard pricing.
• Partners with Product Specialists to develop revenue growth strategies and deepen relationships.
• Supports clients through implementation, onboarding, and training activities.
• Ensures accuracy of sales data including managing sales pathways and profitability reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers.
• Prepare analysis and presentation materials for all client meetings.
• Complete card agreements and gather documentation from various areas of the bank for implementation.

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

Written Communications

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional (CTP) certification or equivalent

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America Corporation is seeking a Treasury Sales professional to support end-to-end treasury sales processes for the Business Banking team. You will conduct industry and client research, assist with pricing strategies, and prepare client presentations.

The role emphasizes collaboration with product partners, onboarding activities, and maintaining accurate sales data. A bachelor’s degree and treasury/banking exposure are preferred; travel up to 5% may be required.