Treasury Sales Associate I

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

 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

Required Qualifications:

• Two or more years of experience in Financial Services or the Treasury Group of a company, 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.       

Desired Qualifications:

• Preferred candidates will have a Bachelor's degree, 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

 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

Hours Per Week: