Treasury Sales Associate I – Global Payment Solutions – General Industries - Healthcare, Technology, Sponsors, Restaurants (HTSR) - Healthcare

Job Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. A core part of our commitment is ensuring we are an inclusive workplace and attracting and developing exceptional talent. Bank of America is committed to an in-office culture with specific requirements for office-based attendance, offering a level of flexibility based on role-specific considerations. Join us to build a successful career with opportunities to learn, grow, and make an impact.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, and Restaurants (HTSR) team, focusing on developing strategies to grow domestic and international revenue.
• Leverage internal partners and resources to coordinate industry, prospect, and client research, supporting high-quality pre-call planning for Treasury Sales Officers (TSOs) and product partners.
• Maintain accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produce and support client and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partner with AML and onboarding teams to facilitate client readiness, including coordinating KYC onboarding for new legal entities as required.
• Assist with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, along with revenue and pathway tracking.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Complete price and cost-benefit analysis models to develop pricing strategies, including working with the Treasury Sales Officer on non-standard pricing.
• Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Support clients through implementation, client onboarding, and training activities.
• Ensure the accuracy of sales data, including managing sales pathways, call reporting, and profitability reporting.
• Participate 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 to submit for implementation.

Required 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.
• 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 and Experience

• 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 is 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.

Skills

• 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

Location and Compensation Details

Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience

Shift: 1st shift (United States of America)

Hours Per Week: 40

Locations: US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay Range: $95,000.00 - $109,200.00 annualized salary. Offers are determined based on experience, education, and skill set.

This role is discretionary incentive eligible and is eligible to participate in the annual discretionary plan.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, and resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.