Treasury Sales Associate - Global Payments

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

Job summary

Bank of America is seeking a Treasury Sales professional to support end-to-end processes for executives on the Healthcare, Higher Education Not For Profit team. You will coordinate research, assist with pricing strategies, and manage client and portfolio analyses to drive revenue growth domestically and internationally.

Ideal candidates will have at least one year in treasury/corporate banking, strong analytical skills, and the ability to travel up to 5%.

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

• Supports end to end treasury sales process for Treasury Sales Officers on the Healthcare , Higher Education Not For Profit team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.

Skills

Account Management

Client Management

Oral Communications

Presentation Skills

Data Management

Portfolio Analysis

Analytical Thinking

Relationship Building

Problem Solving

Written Communications

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional certification or equivalent

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to support end-to-end processes for executives on the Healthcare, Higher Education Not For Profit team. You will coordinate research, assist with pricing strategies, and manage client and portfolio analyses to drive revenue growth domestically and internationally.

Ideal candidates will have at least one year in treasury/corporate banking, strong analytical skills, and the ability to travel up to 5%.