Treasury Sales Associate I: Global Growth & Client Solutions

Bank of America; Chicago (IL); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America in Chicago is seeking a Treasury Sales Officer to manage and grow domestic and international client relationships within an assigned portfolio. You will support end-to-end treasury sales, coordinate with product and service partners, and prepare pricing and proposals for client opportunities.

You will partner with AML/onboarding teams, perform client research, and deliver detailed analyses and pitches for pre-call planning.

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 for Private Bank clients 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

Treasury management

Corporate banking

Travel 5%

Client relationships

Analytical thinking

Microsoft Office

Communication

Education

Bachelor’s degree or equivalent

Certified Treasury Professional

Job description

Bank of America in Chicago is seeking a Treasury Sales Officer to manage and grow domestic and international client relationships within an assigned portfolio. You will support end-to-end treasury sales, coordinate with product and service partners, and prepare pricing and proposals for client opportunities.

You will partner with AML/onboarding teams, perform client research, and deliver detailed analyses and pitches for pre-call planning.