Treasury Solutions Analyst

Merrill; Calgary; On-site; CAD 70,000 - 95,000; Full time

Job summary

Bank of America is seeking a Treasury Sales Officer to grow revenue with Large Corporate clients in Canada. You will work with a portfolio of domestic and international clients, supporting all activities from sale through implementation and ongoing relationship management.

Located in Calgary or Toronto, this role requires strong analytical, sales and presentation skills, ability to multi-task in a fast-paced team, and collaboration with partners across Fulfillment, Credit and Client Service.

Qualifications

• 2–5 years of experience in a corporate client-facing role at a major financial institution.
• Knowledge of cash management; familiarity with credit, trade and foreign exchange.
• Excellent analytical, sales, communication and presentation skills.
• Ability to multi-task and adapt to change.
• Strong organizational skills and ability to prioritize workload from diverse sources.
• Experience working in a fast-paced team environment.
• Experience building rapport with clients and partners.
• Willingness to travel.

Responsibilities

• Support Treasury Sales Officer in exceeding portfolio growth goals.
• Assist in identifying solutions to client needs.
• Prepare treasury services reviews and upsell Treasury products and services as needed.
• Produce pricing/cost-benefit models and discuss pricing with management.
• Ensure accuracy of sales data in source systems.
• Resolve non-sales client issues.
• Coordinate with Client Service, Fulfillment, Credit and partner teams.
• Prepare account schematics, proposal documents and sales presentations.
• Partner with Fulfillment to deliver Treasury Solutions and post-sale support.
• Assist in deepening relationships by identifying client needs.
• Leverage industry, prospect, and client research resources.

Skills

Analytical skills

Sales skills

Communication skills

Presentation skills

Multi-tasking

Organizational skills

Team collaboration

MS Office

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

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. Join us!

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 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.

This position can be located in Calgary or Toronto

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

• Cert