Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit

Bank Of America Treasury Sales Support

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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.

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

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

Two or more years of Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle Experience a plus

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.

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.

Preferred Candidates will have proven experience prospecting and developing new business

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40