girl looking into her desktop
Back to search results

Treasury Sales Analyst

Houston, Texas;

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.


Job description:

The Treasury Solutions Analyst (TSA) role will be partnered with the Treasury Sales Officer focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the Southwest Region.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

  • Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
  • Assist in identifying solutions to client needs as requested or as a result of needs analysis
  • Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
  • Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
  • Manage the sales pipeline; ensuring deals are properly identified as pending or closed
  • Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
  • Resolve any non-sales client issues
  • Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
  • Prepare account schematics, proposal documents and sales presentations
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
  • Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
  • Daily email, phone and in-person client communication

Behavioral Qualifications:

  •  Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  •  Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities  
  •  Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
  •  Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

  • Two or more years of experience in Financial Services or the Treasury Group of a company; preferred candidates will have Cash Management experience
  • Bachelor’s degree
  •  Proven excellent verbal and written communication skills
  •  Proven organizational and time management skills Demonstrated ability to analyze issues and develop solutions
  •  Proven experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

Desired Skills:

  • Preferred candidates will have their CTP (Certified Treasury Professional)
  • Preferred Candidates will have proven experience prospecting and developing new business" 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.


Job description:

The Treasury Solutions Analyst (TSA) role will be partnered with the Treasury Sales Officer focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the Southwest Region.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

  • Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
  • Assist in identifying solutions to client needs as requested or as a result of needs analysis
  • Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
  • Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
  • Manage the sales pipeline; ensuring deals are properly identified as pending or closed
  • Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
  • Resolve any non-sales client issues
  • Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
  • Prepare account schematics, proposal documents and sales presentations
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
  • Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
  • Daily email, phone and in-person client communication

Behavioral Qualifications:

  •  Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
  •  Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities  
  •  Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
  •  Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

  • Two or more years of experience in Financial Services or the Treasury Group of a company; preferred candidates will have Cash Management experience
  • Bachelor’s degree
  •  Proven excellent verbal and written communication skills
  •  Proven organizational and time management skills Demonstrated ability to analyze issues and develop solutions
  •  Proven experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

Desired Skills:

  • Preferred candidates will have their CTP (Certified Treasury Professional)
  • Preferred Candidates will have proven experience prospecting and developing new business" 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21054506

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Street Address

Primary Location:
800 Capitol St, TX, Houston, 77002
Additional Locations: