Global Treasury Sales Associate – Client Growth & Solutions

Bank of America; Miami (FL); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a Treasury Sales professional to manage end-to-end client relationships within a Middle Market Technology Team. The role focuses on growing revenue domestically and internationally by coordinating with product partners and AML/onboarding teams.

You will support pre-call planning, pricing analysis, and CMP activities while ensuring data integrity and effective client engagement across multiple channels.

Formación

• Minimum of one year of treasury management/corporate banking experience or completion of a training program.
• Strong business and financial acumen for problem solving and client meetings.
• Builds client relationships through effective communication and collaboration.
• Proactive mindset with good time management.
• Results-driven mindset prioritizing client and team interests.
• Strong computer skills including Microsoft Office.

Responsabilidades

• Supports end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Technology Team.
• Coordinate industry, prospect, and client research for pre-call planning.
• Maintain accuracy of sales data across core systems and pricing.
• Produce client and portfolio level analyses including profitability and revenue trends.
• Coordinate CMP activities and client onboarding, planning, and revenue tracking.
• Prepare analyses and proposals for client meetings.
• Assist with pricing strategies and non-standard pricing with TSO.
• Collaborate with product specialists to grow revenue and deepen relationships.
• Support clients through implementation and training activities.
• Participate in in-person calling and direct sales opportunities.

Conocimientos

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Educación

Bachelor's degree or equivalent work experience

Descripción del empleo

Bank of America is seeking a Treasury Sales professional to manage end-to-end client relationships within a Middle Market Technology Team. The role focuses on growing revenue domestically and internationally by coordinating with product partners and AML/onboarding teams.

You will support pre-call planning, pricing analysis, and CMP activities while ensuring data integrity and effective client engagement across multiple channels.