Treasury Sales Associate I | Global Payments Solutions

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

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Chicago seeks an experienced Treasury Sales professional to support end-to-end processes for healthcare, higher education, and not-for-profit clients domestically and internationally.

You will research clients, prepare pre-call plans, manage pricing strategies, and collaborate with product partners to grow revenue and deepen relationships. A strong banking background and travel readiness are essential.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• 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.

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.

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

Job description

Bank of America in Chicago seeks an experienced Treasury Sales professional to support end-to-end processes for healthcare, higher education, and not-for-profit clients domestically and internationally.

You will research clients, prepare pre-call plans, manage pricing strategies, and collaborate with product partners to grow revenue and deepen relationships. A strong banking background and travel readiness are essential.