Bank of America Corporation

Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America Corporation • $95K — $109K *
Milwaukee, WI 53215In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum one year in treasury management or corporate banking.
  • Ability to travel up to 5%.
  • Strong business and financial acumen for problem-solving and risk management.
  • Proven ability to build client relationships through effective communication.
  • Proactive mindset and effective time management skills.
  • Results-driven attitude focused on client and team interests.
  • Strong computer skills, particularly in Microsoft Office.

Responsibilities

  • Support the sales process for Treasury Sales Officers focused on revenue growth.
  • Coordinate research and planning efforts for client and prospect engagement.
  • Ensure accuracy of sales data in core systems and reporting.
  • Conduct profitability and performance analysis for clients and portfolios.
  • Facilitate client onboarding and readiness with AML and compliance teams.
  • Manage client planning and follow-ups in the Client Management Process.
  • Prepare analysis and presentation materials for client meetings.

Benefits

  • Industry-leading benefits package.
  • Access to paid time off.
  • Resources and support for employee development.
  • Opportunities to contribute to community growth.
Full Job Description
Responsibilities:
  • 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


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 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 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: Bachelor's Degree or Equivalent Work Experience

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

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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.

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Finance & Insurance
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ
BAC
* Ladders Estimates

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