Treasury Sales Associate - Global Payment Solutions - Healthcare, Technology, Sponsors, Restaur[...]

At Bank of America, this role supports the end‑to‑end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, Restaurants (HTSR) team, focusing on developing strategies to grow revenue domestically and internationally. Responsibilities Leverage internal partners and resources to coordinate industry, prospect, and client research, supporting high‑quality pre‑call planning for 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 coordination of 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, and 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, 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 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%. Strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings. Build strong client relationships through effective communication and collaboration. Display a proactive mindset and effective time management. Demonstrate a results‑driven mindset and prioritize client and team interests. Strong computer application skills, including Microsoft Office. Desired Skills 2+ years of B2B sales and/or client service experience in a financial services environment. Bachelor’s degree or equivalent work experience. 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. 2–5 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. Minimum Education Requirement Bachelor’s Degree or Equivalent Work Experience. Shift: 1st shift (United States of America) | Hours per week: 40 | Location: US – CA – San Francisco – 555 California St – Bofa Center – 555 California (CA5705) Pay & Benefits Annualized salary range: $95,000.00 – $109,200.00, offers to be determined based on experience, education and skill set. This role is eligible to participate in the annual discretionary incentive plan. Pay Transparency Privacy Statement #J-18808-Ljbffr Bank of America