Treasury Sales Associate I - Global Payment Solutions - General Industries - Healthcare,...

Partners in Digital Health

Charlotte (NC)

On-site

USD 90,000 - 130,000

Full time

3 days ago

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Job summary

Bank of America in Charlotte, NC seeks a Treasury Sales Associate to support end-to-end treasury sales processes for the HTSR team. You will coordinate industry and client research, assist with pricing analyses, and ensure accurate sales data across core systems, enabling revenue growth and strong client relationships.

The role emphasizes collaboration with AML/onboarding, product partners, and TSOs, with travel up to 5% and a focus on proactive planning and client management.

Qualifications

Minimum 1 year treasury management/corporate banking experience or completion of a training program.
Ability to travel up to 5% of time.
Strong business and financial acumen for problem solving, trend analysis, risk management, and client meetings.

Responsibilities

Supports end-to-end treasury sales process for Treasury Sales Officers on the HTSR team to grow revenue domestically and internationally.
Coordinates industry, prospect, and client research; supports pre-call planning for TSOs and product partners.
Maintains accuracy and integrity of sales data across core systems (deal pipeline, client plans, call reports, pricing, rates).
Produces and supports client and portfolio-level analyses (profitability, revenue performance, product usage, balance trends, variance).
Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding for new entities.

Skills

Account Management

Client Management

Customer 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 Work Experience

Certified Treasury Professional (CTP) or equivalent

Tools

Microsoft Office

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

Supports end to end treasury sales process for Treasury Sales Officers on the General Industries - Healthcare, Technology, Sponsors, Restaurants (HTSR) 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

Required 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

Desired Skills

Two or more years of B2B sales and/or client service experience in a financial services environment
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

Skills