Treasury Sales Associate I
About The Position
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, and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
Requirements
- Two or more years of experience in Financial Services or the Treasury Group of a company
- proven excellent verbal and written communication skills
- proven organizational and time management skills
- Demonstrated ability to analyze issues and develop solutions
- experience working in a fast-paced environment as part of a larger team
- proven experience developing rapport with clients, colleagues and other business partners
- Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
Nice To Haves
- Bachelor's degree
- cash management experience
- CTP (Certified Treasury Professional)
- proven experience prospecting and developing new business
Responsibilities
- Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
- Assist in identifying solutions to client needs as requested or as a result of needs analysis
- Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
- Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
- Manage the sales pipeline; ensuring deals are properly identified as pending or closed
- Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
- Resolve any non-sales client issues
- Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
- Prepare account schematics, proposal documents and sales presentations
- Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
- Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
- Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
- Daily email, phone and in-person client communication
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
