Treasury Solutions Analyst

Bank of America; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

Bank of America in Canada seeks a Treasury Sales Officer to drive revenue growth for a portfolio of Large Corporate clients headquartered in Canada and subsidiaries operating in Canada. You will support the sales process from prospecting to implementation and manage ongoing client relationships.

Ideal candidates have 2–5 years in a corporate banking client-facing role, with cash management knowledge and strong analytical, sales, and presentation skills.

Qualifications

• Minimum 2-5 years' experience in a corporate client facing role at a major financial institution.
• 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.

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

Analytical thinking

Sales

Communication

Presentation skills

Oral communications

Relationship building

Data management

Written communications

Collaboration

Prioritization

Education

Bachelor's degree or equivalent work experience

Tools

MS Office

Microsoft Excel

Job description

Job Description:

At the company, 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.the company 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 the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

GPS Overview

At the company, 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 the company. 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

• 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 the company Offers

the company 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 the company for our clients, our shareholders and our employees.

the company 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.

the company is an Equal Opportunity Employer

the company 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.

Shift:

Hours Per Week:37.5