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 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:

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.

• Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties

• Assist in identifying solutions to client needs as requested or as a result of needs analysis

• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed

• Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation

• Manage the sales pipeline; ensuring deals are properly identified as pending or closed

• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed

• Resolve any non-sales client issues

• Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams

• Prepare account schematics, proposal documents and sales presentations

• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction

• Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs

• Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning

• Daily email, phone and in-person client communication

 Job Qualifications:

• 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      

Shift:

Hours Per Week: