Back to search results

Treasury Sales Analyst – Bilingual (English/French) - Montreal

Montreal, , Canada

Job Description:

Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market.

GTS Overview

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.

Description
The Treasury Sales 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 headquartered in Canada.  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

Qualifications

  • Minimum 2-5 years’ experience in major financial institution’s corporate client facing role

  • Bilingual in French is required

  • Knowledge of cash management and familiarity with credit, trade and foreign exchange

  • Excellent analytical, sales, communication and presentation skills (written and verbal)

  • Ability to multi-task and adapt to change

  • Strong organizational skills and ability to prioritize workload from diverse sources

  • 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

  • Some travel required

  • Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

  • Undergraduate degree

  • Certified Cash Manager/Certified Treasury Professional designation preferred

  • Preferred Candidates will have proven experience prospecting and developing new business

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Job Band:

H6

Shift: 

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market.

GTS Overview

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.

Description
The Treasury Sales 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 headquartered in Canada.  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

Qualifications

  • Minimum 2-5 years’ experience in major financial institution’s corporate client facing role

  • Bilingual in French is required

  • Knowledge of cash management and familiarity with credit, trade and foreign exchange

  • Excellent analytical, sales, communication and presentation skills (written and verbal)

  • Ability to multi-task and adapt to change

  • Strong organizational skills and ability to prioritize workload from diverse sources

  • 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

  • Some travel required

  • Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

  • Undergraduate degree

  • Certified Cash Manager/Certified Treasury Professional designation preferred

  • Preferred Candidates will have proven experience prospecting and developing new business

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Learn more about this role

Full time

JR-21055780

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Birkan Casper

Referral Bonus:

0

Street Address

Primary Location:
1250 Rene-levesque Blvd W, Montreal, H3B 4W8