Treasury Sales Associate I

Back to search results Treasury Sales Associate I Charlotte, North Carolina; New York, New York; Chicago, Illinois 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Top candidates should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinkers with ability to see what's next in treasury management. Treasury Sales Associates (TSAs) are responsible for supporting Treasury Sales Officers (TSOs) managing and growing Global Industrial (GIG) client relationships, many of which are global.TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings.They will partner with GIG TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory. TSAs work closely with TSOs to develop and execute a portfolio growth strategy.Additional collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO-defined client objectives.TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.Responsibilities: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 two years of treasury management/corporate banking experience or successful completion of a training programAnalyzes issues and develops solutions to build strong relationships with clients, colleagues and business partnersDemonstrates experience working in a fast-paced environmentStrong computer application skills, including Microsoft OfficeExcellent verbal/ written communication. listening and presentation skills and interpersonal skillsBroad familiarity with treasury management products, services and trends.Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings; strong attention to detail is keyAbility to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressureStrong, disciplined organizational and time management and prioritization skillsHigh degree of competence with MS Excel, Word and PowerpointStrong business/financial acumenProven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contactsAbility to effectively manages risk while balancing the needs of the client, the team, and the bankAble to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environmentDesired Qualifications:Bachelor's degree or equivalent work experienceHolds a Certified Treasury Professional certification or equivalentExperience in the financial services industry and/or corporate treasuryExperience prospecting and developing new businessStrong drive and desire for career development and progressionIntrinsically motivated to continuously improve processes and/or one's own education Experience in corporate treasury and / or financial serviceSkills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsCritical ThinkingData ManagementPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningAnalytical ThinkingCollaborationPrioritizationWritten CommunicationsShift: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-26038768 Manages People: No Travel: Yes, 20% of the time Age requirement: Must at least be 18 years of age. Illinois pay and benefits information Illinois pay range: $95,000.00 - $109,200.00 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 New York pay and benefits information New York pay range: $95,000.00 - $109,200.00 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 Share: Save job Job saved