Treasury Sales Associate, Global Payments Solutions

Bank of America; Charlotte (NC); 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 sales processes, coordinate research, and maintain accurate client data. The role emphasizes collaboration with product partners and internal teams to develop pricing strategies and grow revenue in the Middle Market segment.

The position requires a Bachelor's degree or equivalent experience, with travel up to 5% and strong financial acumen.

Qualifications

• 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.
• Two to five years of relevant banking or treasury experience appreciated.

Responsibilities

• 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.
• Leverages internal partners to coordinate industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems including deal pipeline, client plans, and pricing.

Skills

Treasury knowledge

Client relationship building

Financial analysis

Problem solving

Time management

Education

Bachelor's Degree or Equivalent Work Experience

Certified Treasury Professional (CTP) or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional to support end-to-end sales processes, coordinate research, and maintain accurate client data. The role emphasizes collaboration with product partners and internal teams to develop pricing strategies and grow revenue in the Middle Market segment.

The position requires a Bachelor's degree or equivalent experience, with travel up to 5% and strong financial acumen.