Treasury Sales Associate I – Global Payment Solutions

Bank of America

Treasury Sales Associate at Bank of America supporting end-to-end treasury sales process for the Middle Market Team. Develops strategies to grow revenue both domestically and internationally.

Posted 6/18/2026full-timeDallas • Colorado, Montana, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

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Hard Skills

treasury managementcorporate bankingfinancial analysispricing strategiesprofitability analysisvariance analysisKYC onboardingclient management processbusiness developmentcash management products

Soft Skills

business acumenproblem solvingeffective communicationcollaborationtime managementresults-driven mindsetclient relationship buildingproactive mindsetteam interests prioritization

Tools & Technologies

Microsoft Officesales data management systemsclient relationship management systemspresentation software

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Global PaymentsTreasury ManagementCorporate Bankingclient onboardingsales pipelinerevenue performancebalance trendsprospectingclient planningad-hoc sales opportunities

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors
Access to paid time off
Industry-leading benefits
Resources and support to our employees