Treasury Sales Associate I — Drive Revenue & Client Impact

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

Job summary

Bank of America in the United States is seeking a Treasury Sales/Corporate Banking professional to support end-to-end treasury sales for the Healthcare, Higher Education Not For Profit team. This role focuses on developing revenue strategies domestically and internationally, coordinating research, and ensuring data integrity across systems.

You will assist with pricing analyses, client onboarding, and collaboration with AML, product, and support teams to grow relationships.

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
• Strong computer application skills, including Microsoft Office
• Two or more years of Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle Experience a plus
• Bachelor's degree or equivalent work experience
• Holds a Certified Treasury Professional certification or equivalent
• Experience prospecting and developing new business
• Knowledge of U.S. or international cash management products
• Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
• Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
• Working knowledge of U.S. and global treasury management products, services, and industry trends.
• Preferred Candidates will have proven experience prospecting and developing new business

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Healthcare , Higher Education Not For Profit team focused on developing strategies to grow revenue domestically and internationally.
• 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 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.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• 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
• 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
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Skills

Business acumen

Financial acumen

Relationship management

Time management

Proactive mindset

Communication

Problem solving

Team collaboration

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a Treasury Sales/Corporate Banking professional to support end-to-end treasury sales for the Healthcare, Higher Education Not For Profit team. This role focuses on developing revenue strategies domestically and internationally, coordinating research, and ensuring data integrity across systems.

You will assist with pricing analyses, client onboarding, and collaboration with AML, product, and support teams to grow relationships.