Treasury Sales Associate, Global Payments Solutions

Bank of America Corporation; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation is seeking a Treasury Sales professional to support end-to-end treasury sales processes within Business Banking. You will coordinate industry, prospect, and client research, assist in pricing decisions, and help prepare client materials for meetings.

The role emphasizes strong client relationships, analytical thinking, and collaboration with product partners, with travel up to 5% and a 40-hour work week in an in-office environment.

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 Business Banking team focused on developing strategies to grow revenue.
• 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 all reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Completes price and cost-benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing.

Skills

Account Management

Client Management

Relationship Building

Data Management

Portfolio Analysis

Presentation Skills

Oral Communications

Analytical Thinking

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America Corporation is seeking a Treasury Sales professional to support end-to-end treasury sales processes within Business Banking. You will coordinate industry, prospect, and client research, assist in pricing decisions, and help prepare client materials for meetings.

The role emphasizes strong client relationships, analytical thinking, and collaboration with product partners, with travel up to 5% and a 40-hour work week in an in-office environment.