Treasury Sales Associate

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Responsibilities:

The Treasury Solutions Associate role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally.  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

Job Requirements:

• 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) and have proven experience prospecting and developing new business

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

Shift:

Hours Per Week: