Analyst/Associate, Treasury Sales Associate, Global Payments Solutions, Philippines

77-7777608 Default Company for Philippines; Taguig; Presencial; PHP 1.200.000 - 1.800.000; Jornada completa

Descripción de la vacante

Bank of America Corporation in Manila seeks a Treasury Sales support professional to assist multiple teams across GCB, Large Corporates and FI with client engagement and business development. You will help tailor cash management, liquidity and payments solutions and prepare client materials for pitches and meetings.

In this role you will maintain pipelines, analyze portfolios, and coordinate with Sales, Product and Client Service to drive opportunities.

Formación

• Bachelor’s degree in a related field.
• Strong analytical and communication skills.
• Ability to collaborate across multiple teams and functions.
• Experience in financial services and client engagement is a plus.

Responsabilidades

• Support Treasury Sales across GCB, Large Corporates and FI on client and business development activities.
• Assist with client pitches, RFPs, account reviews, pricing discussions and preparation of client materials.
• Work with Treasury Sales Officers to understand client priorities and support cash management, liquidity, payments and other treasury solutions.
• Participate in client meetings and coordinate meeting prep, research and follow-ups.
• Maintain and manage sales pipelines, client portfolios and opportunity trackers.
• Analyze sales and portfolio data to identify opportunities, trends and gaps.
• Prepare regular management information and business updates including pipeline reports and revenue tracking.
• Coordinate with Sales, Product, Client Service and Implementation teams to deliver outcomes.

Conocimientos

Attention to Detail

Business Acumen

Collaboration

Analytical Thinking

Data Management

Spreadsheet

Client Management

Presentation

Market Research

Adaptability

Financial Analysis

Educación

Bachelor’s degree

Herramientas

Excel

PowerPoint

Descripción del empleo

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!

Job Description

This role will be reporting into the Large Corporate Treasury Sales team, is responsible for supporting multiple Treasury Sales teams across GCB, Large Corporates and Financial Institutions (FI), with a focus on client engagement, business development and sales enablement.

Responsibilities

• Support Treasury Sales teams across GCB, Large Corporates and FI on client and business development activities.
• Assist with client pitches, RFPs, account reviews, pricing discussions and preparation of client materials.
• Work with Treasury Sales Officers to understand client priorities and support the development of relevant cash management, liquidity, payments and other treasury solutions.
• Participate in client meetings where appropriate and support meeting preparation, research, follow-ups and coordination of next steps.
• Maintain and manage business development data, including sales pipelines, client portfolios, opportunity trackers and other relevant datasets using spreadsheets and related tools.
• Analyze sales and portfolio data to help identify business development opportunities, trends, gaps and areas requiring follow-up.
• Prepare regular management information and business updates, including pipeline reports, portfolio analysis, revenue and opportunity tracking, and other sales-related reporting.
• Support targeted business development initiatives by conducting client, industry and market research and using data to identify prospective opportunities.
• Partner across Sales, Product, Client Service, Implementation and other relevant teams to coordinate client opportunities and deliver positive outcomes.
• Support ongoing improvements to sales processes, reporting and data quality to improve the effectiveness of the broader sales organization.

Required Skills

• Attention to Detail
• Business Acumen
• Collaboration
• Analytical Thinking
• Data Management and Analysis
• Spreadsheet / Excel / PowerPoint Skills
• Business Analytics
• Client Management
• Client Solutions Advisory
• Presentation and Communication Skills
• Research and Market Analysis
• Adaptability
• Commercial Acumen
• Relationship Management

Minimum Education Requirement

Bachelor’s degree in a related field.

Company Culture

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. Join us! 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 Learn about our four values that represent what we believe.