Treasury Sales Associate, Global Payments

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

Job summary

Bank of America in the United States seeks a Treasury Sales professional to support the end-to-end sales process for the Healthcare, Higher Education Not For Profit team. You will coordinate research, prepare pre-call plans, and help manage client pipelines and pricing.

The role emphasizes building client relationships, analyzing profitability and product usage, coordinating onboarding, and partnering with product specialists to grow revenue and deepen existing ties across domestic and

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
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client and team interests

Responsibilities

• Support end-to-end treasury sales for Treasury Sales Officers on the Healthcare, Higher Education Not For Profit team.
• Coordinate industry, prospect, and client research for pre-call planning.
• Maintain accuracy of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produce analyses on profitability, revenue performance, product usage, balance trends, and variance analysis.
• Assist with coordinating the Client Management Process (CMP), including client planning, client calling efforts, and revenue tracking.
• Develop proposals and pitchbooks for pre-call planning and pricing strategies with non-standard pricing.
• Partner with Product Specialists to grow revenue and deepen relationships.
• Support clients through implementation, onboarding, and training activities.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree or equivalent work experience

Job description

Bank of America in the United States seeks a Treasury Sales professional to support the end-to-end sales process for the Healthcare, Higher Education Not For Profit team. You will coordinate research, prepare pre-call plans, and help manage client pipelines and pricing.

The role emphasizes building client relationships, analyzing profitability and product usage, coordinating onboarding, and partnering with product specialists to grow revenue and deepen existing ties across domestic and