Treasury Sales Analyst/Associate

Posted:
12/15/2024, 11:37:17 PM

Location(s):
New York, United States ⋅ Massachusetts, United States ⋅ Charlotte, North Carolina, United States ⋅ North Carolina, United States ⋅ Boston, Massachusetts, United States ⋅ New York, New York, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

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!

Job Description:

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. 

  • 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

  • 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

Desired Skills:

  • Creativity, futuristic, advocacy

  • Prior treasury sales/corporate banking experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$85,000.00 - $108,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America

Website: https://bankofamerica.com/

Headquarter Location: Charlotte, North Carolina, United States

Employee Count: 10001+

Year Founded: 2007

Last Funding Type: Seed

Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech