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:

This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

This role is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow

within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening existing relationships. In addition, these individuals will partner with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing the Private Bank portfolio.

• TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings.

• They will partner with Private Banking TSOs, Private Bankers and their Teams, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.

• TSAs work closely with TSOs to develop and execute a portfolio growth strategy.

• Additional collaboration with Liquidity, Investment, CashPro partners is expected in support of TSO-defined client objectives.

• TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.

Job Requirements:

• 1+ years of treasury management/banking experience or successful completion of training program

• Broad familiarity with treasury management products, services and trends.

• Strong interpersonal skills

• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings

• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure

• Strong, disciplined organizational and time management and prioritization skills

• Collaborative approach to business in support of close team environment.

• Excellent verbal and written communication skills

• High degree of competence with MS Excel, Word and PowerPoint

• Availability for occasional business travel and independent client calling as needed/approved

• Bachelor's degree or equivalent work experience

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: