Treasury Sales Associate I, Global Payments

Bank of America; Charlotte (NC); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Treasury Sales Support professional to help drive revenue growth for the General Industries – HTSR team, handling research, pricing, and client readiness. You will coordinate with product partners, maintain data accuracy across systems, and support end-to-end sales activities.

A proactive, client-focused mindset and strong analytical skills are essential. The role requires strong relationship-building abilities, travel up to 5%, and a Bachelor’s degree or equivalent

Qualifikationen

• Minimum 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, trend analysis, risk management, and client meetings preparation
• Builds strong client relationships through effective communication and collaboration
• Demonstrates proactive mindset and effective time management
• Results-driven and prioritizes client and team interests
• Strong MS Office proficiency

Aufgaben

• Supports end-to-end treasury sales process for team focused on domestic and international revenue growth
• Coordinates industry, prospect, and client research for pre-call planning
• Maintains accuracy and integrity of sales data across core systems
• Produces and supports client-level analyses including profitability and revenue performance
• Partners with AML and onboarding to facilitate client readiness and KYC onboarding
• Assists with Client Management Process including planning, calling, meetings prep and follow-up
• Conducts research to develop strategies and create proposals and pitchbooks
• Performs price and cost-benefit analysis for pricing strategies
• Collaborates with Product Specialists to grow revenue and deepen relationships
• Supports clients through onboarding and training activities
• Ensures accuracy of sales data and profitability reporting
• Participates in in-person calling and ad-hoc sales opportunities
• Escalates service issues and coordinates resources
• Prepares analysis and presentation materials for client meetings
• Completes client documentation for implementation

Kenntnisse

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

Ausbildung

Bachelor’s Degree or Equivalent Work Experience

Certified Treasury Professional certification or equivalent

Jobbeschreibung

Bank of America is seeking a Treasury Sales Support professional to help drive revenue growth for the General Industries – HTSR team, handling research, pricing, and client readiness. You will coordinate with product partners, maintain data accuracy across systems, and support end-to-end sales activities.

A proactive, client-focused mindset and strong analytical skills are essential. The role requires strong relationship-building abilities, travel up to 5%, and a Bachelor’s degree or equivalent