Treasury Sales Associate, Global Payments Solutions

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

Job summary

Bank of America is seeking a Treasury Sales Analyst to support end-to-end Treasury Sales processes on the Middle Market Team, focusing on growing revenue domestically and internationally. You will coordinate industry, prospect, and client research to inform pre-call planning with TSOs and product partners.

You will assist with pricing strategies, profitability analysis, and onboarding for new entities while ensuring data integrity across sales systems and reporting.

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.
• Displays a proactive mindset and effective time management

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.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking

Skills

Treasury management

Corporate banking

Travel up to 5%

Client relationships

Time management

Financial analysis

MS Office

Education

Bachelor’s degree

Tools

MS Office

Job description

Bank of America is seeking a Treasury Sales Analyst to support end-to-end Treasury Sales processes on the Middle Market Team, focusing on growing revenue domestically and internationally. You will coordinate industry, prospect, and client research to inform pre-call planning with TSOs and product partners.

You will assist with pricing strategies, profitability analysis, and onboarding for new entities while ensuring data integrity across sales systems and reporting.