Treasury Sales Associate

Bank of America; São Paulo; Presencial; BRL 250 000 - 450 000; Tempo integral

Resumo da oferta

Bank of America is seeking a Treasury Sales professional in São Paulo to manage and grow relationships with Financial Institutions and Non-Bank Financial Institutions, domestically and globally, across an assigned portfolio. You will support the end-to-end sales process, coordinate research, and work with product partners to tailor treasury solutions for client needs.

Responsibilities include coordinating CMP, pricing strategies, onboarding, and presenting analyses for client meetings.

Qualificações

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Ability to travel up to 5%.
• Strong business and financial acumen for problem solving and client meetings.
• Builds strong client relationships through communication and collaboration.
• Proactive mindset with good time management.
• Results-driven with client and team focus.
• Proficiency with Microsoft Office applications.

Responsabilidades

• Supports end-to-end treasury sales for Financial Institution and Government clients to grow revenue domestically and internationally.
• Coordinates industry, prospect, and client research to support pre-call planning for TSOs and product partners.
• Ensures accuracy of sales data across core systems including deal pipeline and pricing.
• Produces portfolio analyses like profitability, revenue, and product usage trends.
• Collaborates with AML/onboarding teams for client readiness and KYC onboarding.
• Assists with CMP activities including client planning, calls, meetings, and revenue tracking.
• Develops proposals and pitchbooks for pre-call planning and pricing strategies.
• Partners with Product Specialists to grow revenue and deepen relationships.
• Supports client onboarding and training during implementation.
• Ensures accuracy of sales data and profitability reporting.
• Participates in in-person calling and direct sales opportunities.

Conhecimentos

Treasury management

Corporate banking

Client relationships

Pricing strategy

KYC onboarding

MS Office

Formação académica

Bachelor's degree or equivalent

Certified Treasury Professional

Ferramentas

MS Office

Descrição da oferta de emprego

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.

Job Description

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 of Financial Institutions (FI) and Non-Bank Financial Institutions (NBFI) clients. 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

• Supports end to end treasury sales process for Treasury Sales Officers for Financial Institution and Governments focused on developing strategies to grow revenue domestically and internationally.
• 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 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 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.
• Ensures escalated service issues are properly managed with the right resources.
• Prepares 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 one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability 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 meetings.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client and team interests.
• Strong computer application skills, including Microsoft Office.

Desired Qualifications

• Two or more years of B2B sales and/or client service experience in a financial services environment.
• Bachelor’s degree or equivalent work experience.
• Holds a Certified Treasury Professional certification or equivalent.
• Experience prospecting and developing new business.
• Knowledge of U.S. or international cash management products.
• Prior 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.
• Preferred Candidates will have proven experience prospecting and developing new business.

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