Treasury Sales Associate/Analyst I

Dallas, TX, United States

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

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.

The Treasury Solutions Associate/Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of Commercial Real estate clients.

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.

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

Independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

Develop strategies to grow revenue and increase treasury product penetration

Complete price/cost benefit analysis models; work with TSO for non-standard pricing

Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients.

Assist TSOs in relationship planning, gathering information regarding clients and prospects

Support activities in coordination with IA from sale - implementation, onboarding and training

Complete industry research on clients and prospects; client opportunity analysis

Ensure escalated service issues are properly managed with the right resources

Prepare analysis and presentation materials for all client meetings

Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Required Qualifications

Minimum of 2+ years of B2B sales and/or client service experience in a financial services environment

Analyze issues and develop solutions

Working in a fast-paced environment as part of a larger team experience

Developing rapport with clients, colleagues and other business partners experience

MS Office (Word/Excel/PowerPoint/Outlook) experience

Desired Qualifications

Treasury experience

CTP (Certified Treasury Professional)

Prospecting and developing new business- experience

Education Qualifications

Bachelor’s degree (Finance, Marketing, etc.) 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

Written Communications

Organizational Skills

Time Management Skills

Shift:

1st shift (United States of America) Hours Per Week:

40

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