Treasury Sales Associate I

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!

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, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch.  Top candidates should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinkers with ability to see what's next in treasury management.   

• Treasury Sales Associates (TSAs) are responsible for supporting Treasury Sales Officers (TSOs) managing and growing Global Industrial (GIG) 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.
• They will partner with GIG 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.
  

Responsibilities:

• 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

Required Qualifications:

• Minimum of two years of treasury management/corporate banking experience or successful completion of a training program
• Analyzes issues and develops solutions to build strong relationships with clients, colleagues and business partners
• Demonstrates experience working in a fast-paced environment
• Strong computer application skills, including Microsoft Office
• Excellent verbal/ written communication. listening and presentation skills and interpersonal skills
• Broad familiarity with treasury management products, services and trends.
• 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

Desired Qualifications:

• Bachelor’s degree or equivalent work experience
• Holds a Certified Treasury Professional certification or equivalent
• Experience in the financial services industry and/or corporate treasury
• Experience prospecting and developing new business
• Strong drive and desire for career development and progression
• Intrinsically motivated to continuously improve processes and/or one’s own education         
• Experience in corporate treasury and / or financial service

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: