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Treasury Sales Associate

City Of Industry, California;

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
 

The Treasury Sales Associate (TSA) will be partnered with the Client Manager to focus on developing strategies to grow revenue with Public Sector Banking clients. Key accountabilities include:

  • Independent focus of treasury sales opportunities
  • Supporting all activities from sale through implementation
  • Ongoing client relationship management
  • Driving and growing Treasury products revenue

Responsibilities:

  • Support Client Managers in driving portfolio growth; including client/prospect research; proposal development, and other ad hoc sales support duties
  • Participate in in-person calling activities with Client Managers
  • Prepare treasury services reviews, and identify treasury products and services sales opportunities
  • Prepare account schematics, proposal documents and sales presentations
  • Assist in identifying solutions to client needs
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
  • Produce pricing/cost benefit proformas and confer with the Client Manager regarding non-standard pricing and negotiation
  • Resolve any non-sales client issues
  • Assist clients in navigating the Bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
Required Skills:
  • Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
  • Knowledge of cash management and treasury products
  • Excellent analytical, sales, presentation, and communication skills (written and verbal)
  • Strong organizational skills with the ability to prioritize workload
  • Experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Ability recognize risk mitigation opportunities and escalation of of issues
  • Microsoft Office 365 experience
  • Some travel required
  • Bachelor's degree desired or equivalent work experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-25014591

Manages People: No

Travel: Yes, 5% of the time

California pay and benefits information

California pay range:

$78,000.00 - $109,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Connecticut pay and benefits information

Connecticut pay range:

$78,000.00 - $109,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
150 N Hacienda Blvd, CA, City Of Industry, 91744
Additional Locations:
194 WOOD AVE S (NJ7550), Iselin, New Jersey, United States 157 Church St, New Haven, Connecticut, United States 185 ASYLUM ST, Hartford, Connecticut, United States
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