Treasury Sales Associate

Bank of America; Chicago (IL); On-site; USD 95,000 - 108,000; Full time

Job summary

An established industry player is seeking a motivated Treasury Sales Analyst to support client relationships and drive treasury solutions. This role involves collaborating with various stakeholders to provide liquidity management and cash management services. Ideal candidates will possess strong communication skills, critical thinking abilities, and a solid understanding of treasury products. Join a dynamic team that values innovation and diverse perspectives, where your contributions will directly impact clients and the community. If you're passionate about finance and eager to make a difference, this opportunity is perfect for you.

Benefits

Paid Time Off

Industry-leading Benefits

Discretionary Incentive Eligibility

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong communication and interpersonal skills are essential.
• Experience in corporate treasury or financial services preferred.

Responsibilities

• Support Treasury Sales Officers in managing Global Industrial client relationships.
• Assist in proposal generation, presentation development, and revenue tracking.
• Develop and maintain strong client relationships and provide treasury expertise.

Skills

Verbal Communication

Written Communication

Critical Thinking

Interpersonal Skills

Organizational Skills

Time Management

Financial Acumen

Education

Bachelor's Degree

Equivalent Work Experience

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Top candidates should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinkers with ability to see what's next in treasury management.

Responsibilities:

• Treasury Sales Analysts are responsible for supporting Treasury Sales Officers (TSOs) managing and growing Global Industrial (GIG) client relationships, many of which are global.

• TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings.

• Partner with GIG TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.

• TSAs work closely with TSOs to develop and execute a portfolio growth strategy.

• Additional collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO-defined client objectives.

• TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.

Job Qualifications:

• Bachelor's degree or equivalent work experience

• Broad familiarity with treasury management products, services and trends

• Excellent verbal/ written communication, listening and presentation skills

• Strong interpersonal skills

• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings; strong attention to detail is key

• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure

• Strong, disciplined organizational and time management and prioritization skills

• High degree of competence with MS Excel, Word and PowerPoint

• Strong business/financial acumen

• Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Ability to effectively manage risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment

• Experience in corporate treasury and/or financial services preferred

Additional Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds.

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities.

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo.

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details:

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range $95,000.00 - $108,000.00 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.