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

Bank of America

Supports treasury sales process for Treasury Sales Officers focused on Healthcare, Higher Education, and Not for Profits. Leverages internal resources to coordinate client research and sales activities.

Posted 7/15/2026full-timeDallas • Colorado, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship building, financial analysis, and data integrity. Proficient in developing pricing strategies and supporting client onboarding and training activities.

Highest-signal resume keywords

Treasury Management ExperienceClient Relationship ManagementFinancial AnalysisCertified Treasury ProfessionalMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCorporate BankingFinancial AcumenCost Benefit AnalysisData Integrity ManagementRevenue Performance AnalysisPricing Strategy DevelopmentClient OnboardingPortfolio AnalysisSales Data Accuracy

Soft Skills

Effective CommunicationCollaborationProblem SolvingRelationship Building

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Healthcare BankingHigher Education BankingNot For ProfitGlobal PaymentsClient Management Process

About the role

Key responsibilities & impact

Supports end to end treasury sales process for Treasury Sales Officers on the Healthcare , Higher Education Not For Profit team
Leverages internal partners and resources to coordinate industry, prospect, and client research
Maintains accountability for the accuracy and integrity of sales data across core systems
Produces and supports client and portfolio level analysis, including profitability, revenue performance, and product usage
Assists with coordinating the Client Management Process (CMP)
Completes price and cost benefit analysis models to develop pricing strategies
Partners with Product Specialists to develop strategies to grow revenue
Supports clients through implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Prepares analysis and presentation materials for all client meetings

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%
Strong business and financial acumen enabling effective problem solving
Builds strong client relationships through effective communication and collaboration
Strong computer application skills, including Microsoft Office
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
Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Discretionary incentive eligible
Access to paid time off, resources and support