Treasury Sales Associate I/Analyst I

Posted:
8/22/2024, 4:43:44 AM

Location(s):
Newport Beach, California, United States ⋅ California, United States ⋅ Chicago, Illinois, United States ⋅ San Francisco, California, United States ⋅ Illinois, United States ⋅ Ontario, Canada

Experience Level(s):
Junior ⋅ Mid Level

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description Details:
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

Required Qualification:

  • Interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.

  • Read and leverage data to proactively identify trends and opportunities.

  • Organize, prioritize and balance multiple sales activities.

  • Understand the bank structure and the operational aspects of global cash management products and services.

  • Understand and adhere to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.

Desired Qualifications:

  •  Creativity, futuristic, advocacy

  • Treasury sales/corporate banking experience

Minimum Education Requirements:

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

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:

1st shift (United States of America)

Hours Per Week: 

40

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