Treasury Sales & Global Payments Associate

NBMBAA; Boston, New York (MA, NY); On-site; USD 95,000 - 109,000; Full time

Job summary

Bank of America seeks a motivated Treasury Sales support professional to assist Treasury Sales Officers on the Business Banking team. You will help develop revenue growth strategies, coordinate research, and ensure accurate sales data across core systems while preparing client materials and proposals.

Responsibilities include pricing analysis, pre-call planning, onboarding clients, and supporting implementation.

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.

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Business Banking team focused on developing strategies to grow revenue.
• 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 all reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• 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
• 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

Skills

Business acumen

Client relationship management

Communication

Time management

Problem solving

Microsoft Office

Education

High School Diploma / GED

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office

CRM systems

Job description

Bank of America seeks a motivated Treasury Sales support professional to assist Treasury Sales Officers on the Business Banking team. You will help develop revenue growth strategies, coordinate research, and ensure accurate sales data across core systems while preparing client materials and proposals.

Responsibilities include pricing analysis, pre-call planning, onboarding clients, and supporting implementation.