Associate; Treasury Product Sales Mgr

Bank of America

New York (NY)

Hybrid

USD 120,000 - 135,000

Full time

4 days ago
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Benefits offered by this job

Discretionary incentive eligible
Benefits

Job summary

Bank of America N.A. is seeking a client-focused sales professional in New York to lead meetings with prospects, understand GTS and TFX needs, and apply a consultative sales approach for cross-currency payments and cash management.

You will cross-sell CashPro Foreign Exchange and treasury solutions, partnering with global teams to drive marquee deals and growth. The role emphasizes collaboration with coverage, analytics for performance, and participation in product development and market

Qualifications

  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, or related.
  • 2 years of experience in the job offered or a related Finance occupation.
  • Experience executing product sales strategies across LOBs and regions with direct deal support and ongoing sales education.
  • Experience coordinating with globally-based sales and product managers to promote Intelligent Receivables capabilities.
  • Experience coordinating information flow with various internal partners and product groups.

Responsibilities

  • Lead and participate in meetings with prospects/clients.
  • Work directly with top prospects to understand their GTS and TFX needs.
  • Provide Consultative Sales approach to identify client needs/objectives for cross-currency payments and cash management needs.
  • Cross-sell existing treasury and Fx advisory clients the suite of products within CashPro Foreign Exchange Services.
  • Meet with prospects/recent wins for various products, such as International accounts, CashPro Payments, global Liquidity, etc. to introduce the wider GTS product set.
  • Collaborate with coverage to uncover new client opportunities.
  • Provide analytical product sales support for a new or enhanced Global Transaction Services product or group.
  • Conduct product and market research and provide updates and reports on performance.
  • Participate in the development of testing criteria for new products.
  • Create relevant metrics for sales team and report regularly on variance to plan.
  • Work with commercialization partners to manage sales campaigns and track progress.

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!

Responsibilities
  • Lead and participate in meetings with prospects/clients.
  • Work directly with top prospects to understand their GTS and TFX needs.
  • Provide Consultative Sales approach to identify client needs/objectives for cross-currency payments and cash management needs.
  • Cross-sell existing treasury and Fx advisory clients the suite of products within CashPro Foreign Exchange Services.
  • Meet with prospects/recent wins for various products, such as International accounts, CashPro Payments, global Liquidity, etc. to introduce the wider GTS product set.
  • Collaborate with coverage to uncover new client opportunities.
  • Provide analytical product sales support for a new or enhanced Global Transaction Services product or group.
  • Conduct product and market research and provide updates and reports on performance.
  • Participate in the development of testing criteria for new products.
  • Create relevant metrics for sales team and report regularly on variance to plan.
  • Work with commercialization partners to manage sales campaigns and track progress.
  • Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, or related.
  • 2 years of experience in the job offered or a related Finance occupation.
  • Must include 2 years of experience in each of the following:
    • Executing product sales strategies across LOBs and regions inclusive of direct deal support, prospecting and on-going sales and coverage education
    • Working with globally-based sales and product managers to promote Intelligent Receivables capabilities and pursue marquee deals, including coordination with regionally-based product executives in developing, implementing and promoting required capabilities
    • Participating in and driving industry dialogue on collection/reconciliation topics to ensure clients’ interests are appropriately represented
    • Assisting in coordinating information flow and execution with various internal partners and product groups
    • Preparing client presentation materials, internal approval memos, and marketing documents

Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $120,000.00 - $135,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

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 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.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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