Treasury Sales Analyst, Global Payments Solutions, Frankfurt

Job Description:

Job Title: Treasury Sales Analyst

Corporate Title: Analyst

Location: Frankfurt

Company Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Overview

As a Treasury Sales Analyst (TSA) you will be responsible for partnering with and supporting Treasury Sales Officers (TSO) with managing and growing revenue within an assigned portfolio of Global Payments Solutions (GPS) Services EMEA Large Corporate Clients.

The role, based in Frankfurt, reports directly to the Managing Director, Head of Large Corporate Sales for Northern Europe with strong focus on German and Austrian clients. Today the German Large Corporate Sales team manage approximately 50 clients with 4 TSO’s and 2 TSA’s. The Sales team partner up closely with CBK team(s) as well with GPS product managers & fulfilment & service teams.

You will assist in coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. Utilising support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning for TSO’s and partners.

TSAs are also accountable for the accuracy of sales data within source systems (e.g., deal pipeline, client plans, call reports, and other sales tracking systems and reports which may be developed).

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

Responsibilities

• Supporting all activities from sales through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking

• Partnering with product specialists and support partners to develop strategies to grow revenue and deepen existing relationships and making recommendations and creating customized treasury solutions that meet the needs of the client.

• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning

• Complete price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing

• Serve as a primary participant in annual pricing events

• Support clients through the implementation, client onboarding, and training activities

• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting

• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

• Review pipeline and create reports for the TSO as needed

• Participate in the contract management process when required

• Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects

• Proactively inform and advise clients of enhancements/improvements in capabilities

• Leverage tools, systems and resource sites to produce appropriate data based on call type; analyse the data and share with the TSO

• Research client information in preparation for receiving an RFP

• Maintain and log information around execution of the client contact strategy

• Contribute to credit facility activities

• Ensure data integrity of sales reporting

What we are looking for

• Bachelors degree or equivalent work experience with demonstrated results

• Focuses on customers and clients

• Demonstrates business acumen

• Communicates effectively

• Learns and adapts

• Promotes a culture of compliance

• Promotes teamwork

• Ideally experience in a similar GPS/Corporate Banking position or Implementation, Client Service and or Product background

• Ability to deal with clients and other colleagues in the bank

• Good organisation and communication skills

• Fluency in English required, German language skills would be beneficial

Skills

• Account Management

• Client Management

• Customer and Client Focus

• Oral Communications

• Presentation Skills

• Critical Thinking

• Data Management

• Portfolio Analysis

• Problem Solving

• Relationship Building

• Active Listening

• Analytical Thinking

• Collaboration

• Prioritization

• Written Communications

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.