Treasury Sales Associate | Global Payments Solutions

Bank of America; New York (NY); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional in New York to support end-to-end processes, coordinate client research, and analyze profitability and pricing. You will ensure data accuracy, assist with onboarding, and help prepare materials for client meetings.

The role emphasizes in-office collaboration with travel up to 5% and a focus on developing revenue strategies for domestic and international markets.

Qualifications

• Minimum of one year treasury management/corporate banking experience or completion of a training program.
• Ability to Travel up to 5%.
• Strong business and financial acumen enabling problem solving and client meeting prep.
• Builds strong client relationships through effective communication.
• Proficient in Microsoft Office.
• Two or more years of B2B sales and/or client service in financial services.

Responsibilities

• Supports end-to-end treasury sales process for sales officers focusing on domestic and international growth.
• Coordinates industry, prospect, and client research for pre-call planning.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability, revenue, product usage, and balance trend analyses.
• Facilitates client onboarding and CMP-related activities.
• Prepares proposals and pitchbooks for client meetings.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

Bachelor's Degree or Equivalent

Certified Treasury Professional (CTP)

Tools

Microsoft Office

Job description

Bank of America is seeking a Treasury Sales professional in New York to support end-to-end processes, coordinate client research, and analyze profitability and pricing. You will ensure data accuracy, assist with onboarding, and help prepare materials for client meetings.

The role emphasizes in-office collaboration with travel up to 5% and a focus on developing revenue strategies for domestic and international markets.