Treasury Sales Associate I – Global Payment Solutions, Commercial Real Estate

Bank of America

Treasury Sales Associate managing end-to-end sales processes for Treasury Sales Officers on the Commercial Real Estate team. Supporting client engagement, revenue growth, and data integrity in financial services.

Posted 7/7/2026full-timeNewport Beach • California, Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

About the role

Key responsibilities & impact

Supports end to end treasury sales process for Treasury Sales Officers on the Commercial Real Estate 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
Two or more years of B2B sales and/or client service experience in a financial services environment
Understanding the working capital flows of real estate private equity, real estate operating companies, real estate investment trusts and real estate property managers.
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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AcumenData AnalysisPricing Strategy DevelopmentKYC OnboardingProfitability ReportingSales Data ManagementMarket ResearchCost Benefit AnalysisClient OnboardingProposal Development

Soft Skills

Effective CommunicationCollaborationProactive MindsetTime ManagementResults-Driven

Certifications

Certified Treasury Professional