Treasury Sales Associate I - Financial Institutions and Government - US Based LATAM Team

Back to search results Treasury Sales Associate I - Financial Institutions and Government - US Based LATAM Team Miami, Florida; Tampa, Florida; Jacksonville, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Responsibilities:Supports end to end treasury sales process for Treasury Sales Officers for Financial Institutions and Governments TeamServes as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world's most well recognized non-bank financial institutions (NBFIs)Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners. Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates. Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis. Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required. 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 trackingConducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planningCompletes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricingPartners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationshipsSupports clients through the implementation, client onboarding, and training activitiesEnsures the accuracy of sales data including managing sales pathways, call reporting, and profitability reportingParticipates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales OfficersRequired Qualifications:Minimum of one year of treasury management/corporate banking experience or successful completion of a training programAbility to Travel up to 5%Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetingsBuilds strong client relationships through effective communication and collaborationDisplays a proactive mindset and effective time managementDemonstrates a results-driven mindset and prioritizes client and team interestsStrong computer application skills, including Microsoft OfficeDesired Skills:Bachelor's degree or equivalent work experienceTwo or more years of B2B sales and/or client service experience in a financial services environmentExperience prospecting and developing new businessKnowledge of U.S. or international cash management productsPrior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.Working knowledge of U.S. and global treasury management products, services, and industry trends.Skills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsCritical ThinkingData ManagementPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningAnalytical ThinkingCollaborationPrioritizationWritten CommunicationsMinimum Education Requirement: Bachelor's Degree or Equivalent Work Experience For internal employees; participation in a work from home posture does not make you ineligible to post.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26030242 Manages People: No Travel: Yes, 5% of the time Age requirement: Must at least be 18 years of age. Share: Save job Job saved