Treasury Sales Associate, Global Payments Growth

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

Benefits offered by this job

Discretionary incentive plan

Benefits eligibility

Job summary

Bank of America in Iselin, New Jersey, seeks a Treasury Sales associate to support end-to-end treasury sales processes on the Middle Market Team. You will coordinate research, prep pre-call plans, and help manage pricing, profitability, and client data.

The role emphasizes collaboration with AML/onboarding, product partners, and client management, with travel up to 5% and opportunities to develop new business.

Qualifications

• Bachelor's Degree or Equivalent Work Experience.
• 1 year treasury management/corporate banking experience or training program.
• Ability to Travel up to 5%.
• Strong business and financial acumen for problem solving and client meetings.
• Proactive, results-driven with strong time management.

Responsibilities

• Supports end-to-end treasury sales process on the Middle Market Team.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability and revenue analyses for client portfolios.
• Supports onboarding and CMP processes and client training.

Skills

Account Management

Client Management

Relationship Building

Oral Communications

Presentation Skills

Data Management

Portfolio Analysis

Problem Solving

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

Bachelor's Degree or Equivalent Work Experience

Tools

Microsoft Office

Job description

Bank of America in Iselin, New Jersey, seeks a Treasury Sales associate to support end-to-end treasury sales processes on the Middle Market Team. You will coordinate research, prep pre-call plans, and help manage pricing, profitability, and client data.

The role emphasizes collaboration with AML/onboarding, product partners, and client management, with travel up to 5% and opportunities to develop new business.