Job Abstract

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.

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!

This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

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 tracking

• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning

• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing

• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships

• Supports clients through the implementation, client onboarding, and training activities

• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting

• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

• Treasury Sales Associates/Analyst 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.

• He or she 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.

Required Qualifications

• Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

• Treasury management products, services and trends knowledge

• High degree of competence with MS Excel, Word and PowerPoint

• Foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Manage risk while balancing the needs of the client, the team, and the bank

• Work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment

• Function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure.

Desired Qualifications

• Drive and desire for career development and progression.

• Improve processes and/or one’s own education

• Corporate treasury and/or financial services experience

Education Requirements

Bachelor's 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

• Verbal Communication Skills

• Interpersonal Skills

• Organizational Skills

• Time Management

• Business/financial acumen

• Detail Oriented

Shift:

Hours Per Week: