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.

• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking

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

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

• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships

• Supports 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

Job Requirements:

• 2+ years of experience in Financial Services or the Treasury Group of a company

• Bachelor’s degree or equivalent work experience

• Proven excellent verbal and written communication skills

• Proven organizational and time management skills

• Demonstrated ability to analyze issues and develop solutions ,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 cash management experience,  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: