Global Treasury Solutions Analyst

Bank of America; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Bank of America in Canada seeks a Treasury Sales Officer to grow revenue with a portfolio of Large Corporate clients headquartered in Canada and subsidiaries operating in Canada. The role involves independent focus on treasury opportunities, managing from sale through implementation, and ongoing client relationships.

You will need strong client focus, understand bank products/services, and excellent interpersonal, communication and presentation skills.

Qualifications

• Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
• Knowledge of cash management and familiarity with credit, trade and foreign exchange
• Excellent analytical, sales, communication and presentation skills (written and verbal)
• Ability to multi‑task and adapt to change
• Strong organizational skills and ability to prioritize workload from diverse sources
• Proven experience working in a fast‑paced environment as part of a larger team
• Some travel required
• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
• Bachelor's degree or equivalent work experience

Responsibilities

• Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
• Assist in identifying solutions to client needs as requested or as a result of needs analysis
• Prepare treasury services reviews, and upsell Treasury products and services as needed
• Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
• Accountable for accuracy of sales data within source systems and other sales tracking systems which may be developed
• Resolve any non-sales client issues
• Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
• Prepare account schematics, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post‑sale satisfaction
• Assist in coordinating plans around deepening existing relationships through identification of client needs
• Utilize support partners and resources to coordinate industry, prospect, and client research

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

Bachelor's degree or equivalent work experience

Tools

MS Office Suite

Job description

Bank of America in Canada seeks a Treasury Sales Officer to grow revenue with a portfolio of Large Corporate clients headquartered in Canada and subsidiaries operating in Canada. The role involves independent focus on treasury opportunities, managing from sale through implementation, and ongoing client relationships.

You will need strong client focus, understand bank products/services, and excellent interpersonal, communication and presentation skills.