Treasury Sales Analyst/Associate (GCB), Global Payments Solutions – Bangalore, India

Job Description:

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

Global Payments Solutions (GPS) is a core business for Bank of America’s global franchise. The GPS business provides global working capital solutions including liquidity management, payments and receipts, trade and supply chain finance, foreign exchange and commercial card services to three million small businesses, thousands of middle market companies, and to multinational corporations, financial institutions and governments around the world.

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.

The Treasury Sales Associate, based in Bangalore, will be a critical role focussed on the Global Commercial Banking clients of GPS requiring services in India. The Treasury Sales Analyst (TSA) is responsible for supporting the Sales processes for one or more Treasury Sales Officers (TSO). They partner with the TSO and assists in managing and growing the portfolios of GTS APAC clients. They assist in coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. TSAs are responsible for utilising support partners and resources to coordinate industry, prospect and client research for use in pre-call planning for TSOs 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, TSAs 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.

Job responsibilities:

Build strong client relationships

• Join client meetings
• Review pipeline and create reports for the TSO as needed
• Enter deals and update information on the deal status in the Pipeline tool
• Update information on assigned deal team/sales officer
• Maintain and log information around execution of the client contact strategy (i.e. call reporting)

Assist with new client relationships

• Proactively identify, research and assist with qualifying new prospect targets by using the available tools and internal/external resource sites. Assist in corresponding with prospects, providing marketing and sales collateral and preparing for client calls. Ensure activities and progress is tracked, and follow up on prospecting activities as appropriate
• Provide industry, prospecting and client research support to the TSO for use in the sales process and assist with sales presentation content development
• Conduct research of internal data to identify cross-sell and up-sell opportunities based on peer client groups
• Identify sales opportunities through research, pipeline and interactions with clients

Client fulfilment handoff

• Provide accurate and timely information to the fulfilment team
• Re-engage on fulfilment meetings when additional sales opportunities surface or to ensure the fulfilment team is on-boarding as requested by the client

Direct client engagement

• Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects
• Proactively inform and advise clients of enhancements/improvements in capabilities
• Execute around a proactive contact strategy in coordination with the TSO
• Participate in and lead solution and capabilities demonstrations
• Serve as a point of contact for the client, particularly in the absence of the TSO
• Proactively broaden product knowledge and partner across product platforms
• Demonstrate knowledge of all Treasury Management products to recognise opportunities for expansion
• Proactively own and be accountable for ongoing personal development and growth in staying abreast of changes in product and servicing capabilities and new offerings as they are delivered to add value to clients
• Develop strong working relationship with partners; share ideas and best practices and increase knowledge