Treasury Sales Specialist — Global Corporate Clients

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

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.