Treasury Sales Associate

Bank of America; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer-supporting a Canadian corporate client portfolio. You will grow revenue domestically and globally, partnering with a Treasury Sales Officer to serve large corporate clients and subsidiaries in Canada.

You will conduct client research, prepare proposals, and collaborate with services teams to deliver treasury solutions, pricing models and post-sale support, with travel as needed.

Qualifications

• 2-5 years’ experience in a 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 team environment.
• Proven ability to develop rapport with clients and partners.
• Some travel required.

Responsibilities

• Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals, including client research, proposal development, and other sales support duties.
• Assist in identifying solutions to client needs as requested or from needs analysis.
• Prepare treasury services reviews and upsell Treasury products and services as needed.
• Produce pricing/cost-benefit models and coordinate pricing with management.
• Ensure accuracy of sales data in source systems and sales tracking tools.
• Support clients by liaising with Client Service, Fulfillment, Credit and partner teams.
• Prepare account schematics, proposals and sales presentations.
• Coordinate with Fulfillment to ensure timely delivery of Treasury Solutions and post-sale satisfaction.
• Assist in deepening relationships by identifying client needs.

Skills

Client relationship management

Analytical skills

Sales and presentation

Communication

Multi-tasking

Organizational skills

Team collaboration

Education

Bachelor's degree or equivalent

Tools

MS Office (Word/Excel/PowerPoint/Outlook)

Job description

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.

GPS Overview

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.

Job Description

The TSA will be partnered with the Treasury Sales Officer focused on developing strategies to grow revenue domestically and globally with a portfolio of Large Corporate clients headquartered in Canada and subsidiaries of globally headquartered clients operating in Canada.

Key accountabilities

• 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.

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

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
• Proven experience developing rapport with clients, colleagues and other business partners
• Some travel required
• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
• Bachelor's degree or equivalent work experience

Desired Qualifications

• Certified Cash Manager/Certified Treasury Professional designation preferred

Preferred Candidates will have proven experience prospecting and developing new business 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

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance.

By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer

Bank of America encourages applications from all qualified individuals.

Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process.

We wish to thank all applicants for their interest and effort in applying.

Please be aware that only candidates selected for interviews will be contacted for this position.

Shift: Hours Per Week: 37.5

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.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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