Treasury Sales Associate I - Global Payment Solutions - Middle Market

Bank of America; Texas; On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Competitive Benefits

Discretionary incentive plan

Job summary

Bank of America is seeking a Treasury Sales professional for the Middle Market team in the United States. The role focuses on growing revenue domestically and internationally through collaboration with product partners and internal teams.

The position requires at least one year in treasury management or corporate banking, travel up to 5%, and strong business acumen for client meetings and pricing decisions. 40-hour weeks with a comprehensive benefits package.

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.

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 for pre-call planning and research.
• Maintains accuracy of sales data across core systems and pricing.
• Produces profitability, revenue, and product usage analyses.
• Partners with AML and onboarding teams for KYC onboarding of new entities.
• Assists with client planning, calling efforts, and revenue tracking.
• Develops pricing strategies with non-standard pricing.
• Supports client onboarding and training activities.
• Ensures accuracy of sales data and reporting.
• Participates in in-person calling and direct sales opportunities.

Skills

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

Education

Bachelor's Degree or Equivalent Work Experience

Tools

Microsoft Office

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 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 within our Middle Market and Dealer Financial Services (DFS) segment. 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

Desired Skills

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

Bachelors 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 - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

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.

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial wellbeing. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multifaceted 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

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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