Treasury Sales Associate I -Global Payment Solutions - Private Bank

Bank of America; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a Treasury Sales professional to support Private Bank clients, coordinating research, pricing and pre-call planning. The role focuses on growing revenue domestically and internationally while ensuring data accuracy across systems.

The ideal candidate has treasury/corporate banking experience, strong financial acumen, and proven ability to build client relationships. Travel up to 5% may be required; work is primarily on-site with collaboration across teams.

Qualifications

• At least 1 year in treasury management/corporate banking or completion of a training program.
• Willingness to travel up to 5%
• Strong business and financial acumen enabling problem solving, trend analysis, risk management, and client meeting prep.
• Ability to build strong client relationships through effective communication and collaboration.

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers for Private Bank clients focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting pre-call planning.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline and pricing.
• Produces and supports client and portfolio level analyses such as profitability and revenue performance.
• Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding for new entities.

Skills

Treasury management experience

Ability to travel

Business and financial acumen

Client relationship building

Time management

Results-driven mindset

Microsoft Office

B2B sales experience

Education

Bachelor’s degree or equivalent work experience

Certified Treasury Professional (CTP) certification

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 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.

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.

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. 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 for Private Bank clients 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 skills

• 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

Shift

1st shift (United States of America)

Hours Per Week

40