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Treasury Sales Associate

Scottsdale, Arizona

Job Description:

This Treasury Sales Associate is responsible for managing day to day operations of the Treasury Sales Associate functions, with a focus on:
• Conductiong Treasury Management reviews
• Demonstrating the capabilities of CashPro to new prospects and existing clients
• Conferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiation
• Taking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)
• Routing customer requests to the appropriate TSO/CM for further analysis
• Preparing presentation documents and assisting in relationship planning, gathering information regarding prospects and updating plan as needed
• Identify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfully
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
Required Skills
• 1-3 years of work experience in the treasury management field
• B.S. or B.A. degree
• Strong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-person
• Working knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)
• Working knowledge of GTS products, capabilities and applicability to various client segments
• Understanding of Risk Framework; Proficient in identifying and managing appropriate risk
• Ability to establish strong relationships with clients to develop new revenue opportunities

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

This Treasury Sales Associate is responsible for managing day to day operations of the Treasury Sales Associate functions, with a focus on:
• Conductiong Treasury Management reviews
• Demonstrating the capabilities of CashPro to new prospects and existing clients
• Conferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiation
• Taking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)
• Routing customer requests to the appropriate TSO/CM for further analysis
• Preparing presentation documents and assisting in relationship planning, gathering information regarding prospects and updating plan as needed
• Identify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfully
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
Required Skills
• 1-3 years of work experience in the treasury management field
• B.S. or B.A. degree
• Strong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-person
• Working knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)
• Working knowledge of GTS products, capabilities and applicability to various client segments
• Understanding of Risk Framework; Proficient in identifying and managing appropriate risk
• Ability to establish strong relationships with clients to develop new revenue opportunities

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21055774

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
14636 N Scottsdale Rd, AZ, Scottsdale, 85254