Treasury Sales Analyst/Associate

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
The Treasury Sales Analyst/Associate will support Treasury Sales Officers in managing growth of treasury revenue, focusing on client relationship building, sales pipeline development, and the delivery of tailored treasury solutions. Responsibilities include portfolio development, pricing strategy, client interactions, and maintaining performance metrics within a dedicated client portfolio.
Summary Generated by Built In

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 a diverse and 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.

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

The Treasury Sales Associate/Analyst (TSA) will be responsible for supporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue within the Business Banking group.  He or she will partner with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and implementation partners presenting customized treasury solutions that meet client objectives.

Responsibilities:

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our treasury solutions while building a strong sales pipeline

  • Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio

  • Possess strong communication and interpersonal skills and appropriate financial acumen

  • The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

  • Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunities

Job Requirements:

  • B.S. or B.A. degree or equivalent work experience

  • 2+ years of prior treasury sales/banking experience

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities

  • A deep understanding of bank structure and the operational aspects of global cash management products and services

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

Shift:

1st shift (United States of America)

Hours Per Week: 

40

The Company
HQ: Charlotte, NC
208,000 Employees
On-site Workplace
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth.

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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