Treasury Sales Analyst - Client Growth & Analytics

Bank of America; Taguig; On-site; PHP 670,000 - 1,004,000; Full time

Job summary

Bank of America in Taguig is seeking an Analyst/Associate for Treasury Sales within Global Payments Solutions. You will support client opportunities, pitches, RFPs, and portfolio reviews to drive sales and value for large corporate and FI clients.

You will also manage data, pipelines and reporting, collaborating with Sales, Product and Client Service to deliver effective treasury solutions and positive outcomes.

Qualifications

• Attention to detail and business acumen
• Collaborative and analytical thinker
• Proficient in spreadsheet tools (Excel) and presentation (PowerPoint)
• Experience in client management or advisory roles

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 develop cash management and treasury solutions.
• Participate in client meetings, coordinate follow-ups and next steps.
• Maintain and analyze sales pipelines, portfolios and opportunity trackers to identify trends and opportunities.

Skills

Relationship management

Data analysis

Spreadsheet proficiency

Presentation skills

Market research

Education

Bachelor's degree in Finance/Economics or related

Tools

Excel

PowerPoint

Job description

Bank of America in Taguig is seeking an Analyst/Associate for Treasury Sales within Global Payments Solutions. You will support client opportunities, pitches, RFPs, and portfolio reviews to drive sales and value for large corporate and FI clients.

You will also manage data, pipelines and reporting, collaborating with Sales, Product and Client Service to deliver effective treasury solutions and positive outcomes.