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 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:

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.

Responsibilities:

• Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing Global Corporate client relationships, many of which are global.

• 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.

• He or she will partner with local TSOs, regional TSOs, Corporate Bankers, 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 Trade, Liquidity, Investment, Foreign Exchange 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.

Behavioral Qualifications::

• Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required skills:

• Bachelor's degree or equivalent work experience

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Ability to lead small groups while effectively delegating tasks

• Excellent verbal/ written communication. listening and presentation skills

• 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; strong attention to detail is key.

• 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

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

• Strong business/financial acumen

• Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Ability to effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment

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