Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America; Boston; On-site; PHP 5,967,000 - 6,859,000; Full time

Job summary

Bank of America is seeking a treasury sales professional to support end-to-end processes on the Middle Market Team, focusing on revenue growth domestically and internationally. You will coordinate cross-functional resources, conduct research, and assist with client onboarding and pricing strategies.

Responsibilities include maintaining data accuracy, preparing analyses, and supporting pre-call planning, with travel up to 5% as needed. A strong client-focus and collaboration will be essential.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client and team interests
• Strong computer application skills, including Microsoft Office

Responsibilities

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

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

Education

Bachelor’s Degree or Equivalent Work Experience

Certified Treasury Professional certification

Tools

Microsoft Office

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally. Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners. Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates. Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis. Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required. Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships Supports clients through implementation, client onboarding, and training activities Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers Ensure escalated service issues are properly managed with the right resources Prepare analysis and presentation materials for all client meetings Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Required Qualifications

Minimum of one year of treasury management/corporate banking experience or successful completion of a training program

Ability to Travel up to 5%

Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings

Builds strong client relationships through effective communication and collaboration

Displays a proactive mindset and effective time management

Demonstrates a results-driven mindset and prioritizes client and team interests

Strong computer application skills, including Microsoft Office

For internal employees; participation in a work from home posture does not make you ineligible to post.

Desired Skills

Two or more years of B2B sales and/or client service experience in a financial services environment

Bachelor’s degree or equivalent work experience

Holds a Certified Treasury Professional certification or equivalent

Experience prospecting and developing new business

Knowledge of U.S. or international cash management products

Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.

Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.

Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.

Working knowledge of U.S. and global treasury management products, services, and industry trends.

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

Minimum Education Requirement

Bachelor’s Degree or Equivalent Work Experience For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)

Pay and benefits information

Pay range $95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Getting started

Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

Do be brief. Resumes should be 1-2 pages in length.

Do be upbeat and active in your wording.

Do emphasize what you have done clearly and concretely.

Do be neat and well organized.

Do have others proofread and critique your resume.

Spell check. Make it error free.

Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.

Don't be dishonest, always tell the truth about yourself in the most flattering light.

Don't include salary history or requirements.

Don't include references.

Don't include accomplishments that do not support your professional goals.

Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)

Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview

1. 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2. 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3. 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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