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. 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.
The Treasury Solutions Associate role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally. Key accountabilities include: 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.
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.
Job Responsibilities:
• 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 Skills:
• 2 years Treasury/Cash Management Sales experience
• Bachelor's degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.)
• Proven excellent verbal and written communication skills
• Proven organizational and time management skills
• Demonstrated ability to analyze issues and develop solutions
• Proven 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
Desired Skills:
• Preferred Candidates will have their CTP (Certified Treasury Professional)
• Preferred Candidates will have proven experience prospecting and developing new business
Shift:
1st shift (United States of America)
Hours Per Week:
40