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Treasury Sales Associate I

Boston, Massachusetts;

Job Description:

"The Treasury Solutions Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of HENFP clients in the Northeast 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. 
Develop strategies to grow revenue and increase treasury product penetration
Complete price/cost benefit analysis models; work with TSO for non-standard pricing
Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients.  
Assist TSOs in relationship planning, gathering information regarding clients and prospects
Support activities in coordination with IA from sale - implementation, onboarding and training
Complete industry research on clients and prospects; client opportunity analysis 
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"
"• Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience
Bachelor’s degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.)
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
Preferred candidates will have their CTP (Certified Treasury Professional)
Preferred Candidates will have proven experience prospecting and developing new business"
Strong PPT and Excel Skills
 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

"The Treasury Solutions Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of HENFP clients in the Northeast 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. 
Develop strategies to grow revenue and increase treasury product penetration
Complete price/cost benefit analysis models; work with TSO for non-standard pricing
Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients.  
Assist TSOs in relationship planning, gathering information regarding clients and prospects
Support activities in coordination with IA from sale - implementation, onboarding and training
Complete industry research on clients and prospects; client opportunity analysis 
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"
"• Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience
Bachelor’s degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.)
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
Preferred candidates will have their CTP (Certified Treasury Professional)
Preferred Candidates will have proven experience prospecting and developing new business"
Strong PPT and Excel Skills
 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21060592

Band: H6

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$69,700 - $85,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the Corporate Performance Incentive Plan. Qualified employees are eligible for an annual discretionary award based on their overall individual results and behaviors performance at year-end (limited roles may also qualify for incentives during performance year).

Benefits

This role is eligible for all usual company benefits. At Bank of America, our employees are the foundation of our success. That’s why we’re committed to offering a variety of competitive programs and benefits that support your physical, emotional and financial wellness both at work and at home.