Treasury Sales Associate - Global Payments Growth

Bank of America; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Analyst to support end-to-end treasury sales processes for the HTSR team. You will coordinate research, assist in pricing strategies, and help manage client onboarding and implementation to grow revenue globally.

The role emphasizes data accuracy, cross-functional collaboration, and proactive client engagement, with travel up to 5%. A Bachelor’s degree and CPA/CTP certification are valued, with 1+ year of treasury experience preferred.

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
• Strong computer application skills, including Microsoft Office

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the HTSR team focused on developing strategies to grow revenue domestically and internationally
• Leverages internal partners to coordinate industry, prospect, and client research
• Maintains accuracy and integrity of sales data across core systems
• Produces and supports client and portfolio level analysis including profitability and revenue performance
• Partners with AML and onboarding teams to facilitate client readiness (KYC onboarding)
• Assists with coordinating client management processes and revenue tracking
• Completes price and cost benefit analysis models to develop pricing strategies
• Partners with Product Specialists to grow revenue and deepen relationships
• Supports clients through implementation and onboarding
• Prepares analysis and presentation materials for client meetings
• Completes documentation for implementation

Skills

Account Management

Client Management

Communication

Presentation Skills

Data Management

Analytical Thinking

Problem Solving

Relationship Building

Education

Bachelor's degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales Analyst to support end-to-end treasury sales processes for the HTSR team. You will coordinate research, assist in pricing strategies, and help manage client onboarding and implementation to grow revenue globally.

The role emphasizes data accuracy, cross-functional collaboration, and proactive client engagement, with travel up to 5%. A Bachelor’s degree and CPA/CTP certification are valued, with 1+ year of treasury experience preferred.