Treasury Sales Associate - Global Payments (Middle Market)

GHR Healthcare; New York (NY); Presencial; USD 95 000 - 109 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonus

Benefits package

Paid time off

Resumo da oferta

Bank of America seeks a Treasury Sales Associate I for the Global Payment Solutions - Middle Market team in the United States. The role supports end-to-end treasury sales processes, coordinates client research, and maintains accurate sales data while helping to grow revenue domestically and internationally.

The position asks for at least one year in treasury management or corporate banking, strong communication, and the ability to travel up to 5%.

Qualificações

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• 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.

Responsabilidades

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research, supporting pre-call planning for TSOs and product partners.
• Maintains accountability for the accuracy of sales data across core systems.
• Produces and supports client and portfolio level analysis, including profitability and product usage.
• Partners with AML and onboarding teams for client readiness and KYC onboarding.
• Assists with Client Management Process planning, outreach, and revenue tracking.
• Prepares proposals and pitchbooks for pre-call planning.

Conhecimentos

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

Formação académica

Bachelor’s Degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Bank of America seeks a Treasury Sales Associate I for the Global Payment Solutions - Middle Market team in the United States. The role supports end-to-end treasury sales processes, coordinates client research, and maintains accurate sales data while helping to grow revenue domestically and internationally.

The position asks for at least one year in treasury management or corporate banking, strong communication, and the ability to travel up to 5%.