Treasury Sales Associate I

Bank of America • Chicago, IL

3d • $95,000 - $109,200 • Onsite

About The Position

Bank of America is seeking a Treasury Sales Associate to support Treasury Sales Officers (TSOs) in managing and growing Global Industrial client relationships, many of which are global. The role supports treasury solutions across liquidity management, payments and receipts, trade and supply chain finance, foreign exchange, and commercial card services, combining technology with personalized client service.

The associate partners with TSOs, Corporate Bankers, Product Solutions Specialists, service and implementation partners, and other colleagues to address client cash-management needs and deliver treasury advisory and thought leadership. The position contributes to portfolio growth strategies and provides proposal and presentation development, pricing analysis, revenue and pipeline tracking, client meeting preparation and follow-up, implementation support, and opportunities for direct client interaction. The role is based in an in-office culture, with locations listed in Chicago, Illinois, and New York, New York.

Requirements

• At least two years of treasury management or corporate banking experience, or successful completion of a training program.
• Ability to analyze issues and develop solutions that build strong relationships with clients, colleagues, and business partners.
• Experience working in a fast-paced environment.
• Strong computer application skills, including Microsoft Office; high competence with Excel, Word, and PowerPoint.
• Excellent verbal and written communication, listening, presentation, and interpersonal skills.
• Broad familiarity with treasury management products, services, and trends.
• Ability to apply critical thinking to solve problems, analyze trends and opportunities, and assist with client meeting preparation; strong attention to detail.
• Ability to work successfully on a self-directed basis in a fast-paced environment with competing priorities and time pressure.
• Strong organizational, time-management, and prioritization skills.
• Strong business and financial acumen.
• Ability to foster partnerships within the core team and build rapport with client contacts.
• Ability to manage risk while balancing the needs of clients, the team, and the bank.
• Ability to work both as an individual contributor and as a collaborative team member, proactively engaging internal partners.
• Skills listed: 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, and written communications.

Nice To Haves

• Bachelor’s degree or equivalent work experience.
• 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.
• Motivation to continuously improve processes and/or one’s own education.
• Experience in corporate treasury and/or financial services.

Responsibilities

• Coordinate the Client Management Process, including client planning, calling efforts, client team meeting preparation, delivery, follow-up, and revenue and pathway tracking.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Complete price and cost-benefit analysis models to develop pricing strategies, working with the Treasury Sales Officer on non-standard pricing.
• Partner with Product Specialists and support partners to develop strategies to grow revenue and deepen existing client relationships.
• Support clients through implementation, onboarding, and training activities.
• Ensure the accuracy of sales data, including management of sales pathways, call reporting, and profitability reporting.
• Participate in in-person calling activities and ad hoc direct sales opportunities with Treasury Sales Officers.
• Support Treasury Sales Officers in managing and growing Global Industrial client relationships and developing portfolio growth strategies.
• Collaborate with Trade, Liquidity, Investment, and Foreign Exchange partners to support Treasury Sales Officer-defined client objectives.
• Develop and maintain strong client relationships, provide treasury industry expertise, and build broad understanding of bank structure and the operational aspects of global cash-management products and services.

Benefits

• Industry-leading benefits; this role is benefits eligible.
• Access to paid time off.
• Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business and/or group performance, and overall company success.
• Resources and support intended to help employees contribute to the sustainable growth of the business and communities served.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed