Treasury Sales Associate I -Global Payment Solutions - Private Bank

Bank of America; Chicago (IL); Presencial; USD 95 000 - 150 000; Tempo integral

Resumo da oferta

Bank of America is seeking a Treasury Sales professional for Private Bank clients in the Chicago area. You will support end-to-end treasury sales, coordinate research, ensure data integrity, and prepare pricing analyses to drive revenue growth.

The role requires financial acumen, client relationship skills, and the ability to collaborate with AML, onboarding, and product teams. Travel up to 5% may be required, with a strong emphasis on accuracy and client service.

Qualificações

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to travel up to 5% as needed.
• Strong business and financial acumen for problem solving and client meetings.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates proactive mindset and time management.
• Results-driven and client-focused with teamwork.
• Strong computer applications, including Microsoft Office.

Responsabilidades

• 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 for pre-call planning.
• Maintains accountability for the accuracy and integrity of sales data across core systems.
• Produces and supports client and portfolio level analysis, including profitability and revenue performance.
• Partners with AML and onboarding teams to facilitate client readiness, including KYC onboarding.
• Assists with Client Management Process (CMP) activities including planning, calling efforts, meetings and follow-up.
• Conducts industry and client research to develop strategies and proposals for pre-call planning.
• Completes price and cost benefit analyses to develop pricing strategies with non-standard pricing.
• Partners with Product Specialists to grow revenue and deepen relationships.
• Supports clients through implementation, onboarding and training.
• Ensures accuracy of sales data and profitability reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities.
• Escalates service issues and ensures proper resource assignment.
• Prepares analysis and presentation materials for client meetings.
• Completes card agreements and gathers documentation for implementation.

Conhecimentos

Treasury experience

Corporate banking

Travel up to 5%

Client relationships

Time management

Results driven

MS Office

Analytical skills

Problem solving

Formação académica

Bachelor's degree or equivalent

Certified Treasury Professional

Descrição da oferta de emprego

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

• 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

Required skills

• 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
• Bachelor’s 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

Shift

1st shift (United States of America)

Hours Per Week

40