Treasury Sales Associate I- Global Payment Solutions - Middle Market

Bank of America

Atlanta (GA)

On-site

USD 90,000 - 140,000

Full time

6 days ago

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Job summary

Bank of America in the United States is seeking a Treasury Sales professional to manage and grow client relationships on an assigned portfolio, working with Treasury Sales Officers to navigate domestic and international opportunities. The role emphasizes collaboration with product specialists and service partners to deliver customized treasury solutions.

You will support end-to-end sales processes, coordinate client research and pricing, ensure data integrity across systems, and assist with

Qualifications

Minimum of one year of treasury management/corporate banking experience or completion of a training program.
Strong business and financial acumen enabling problem solving, trend analysis and client meeting prep.
Builds strong client relationships through clear communication and collaboration.
Proactive mindset with effective time management.
Results-driven with client and team priorities.
Strong computer skills, including Microsoft Office.

Responsibilities

Supports end-to-end treasury sales processes for Treasury Sales Officers to grow revenue domestically and internationally.
Coordinates research, pre-call planning, and pricing with product partners.
Maintains accuracy and integrity of sales data across core systems and pricing.
Produces profitability and revenue analysis for client portfolios.
Assists with AML and onboarding to facilitate client readiness and KYC processes.
Prepares client meeting materials and pricing analyses for CMP.
Develops strategies to grow revenue and deepen relationships with clients.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Presentation Skills

Analytical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Written Communications

Education

Bachelor's degree or equivalent work experience

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.

Job Description:

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

Job Description:

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

Job Description:

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for facilitating a direct end‑to‑end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

Responsibilities:

Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Technology 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
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 the 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

Required Qualifications:

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
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 Qualifications:

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: