Treasury Sales Associate I – Global Payments Solutions

Bank of America; Minneapolis (MN); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Treasury Sales Associate to support end-to-end treasury sales, coordinate client research, and ensure data integrity across core systems. You will collaborate with AML and onboarding teams, assist with client management processes, and help prepare client-facing materials for meetings.

The role emphasizes pricing strategy development, relationship building, and proactive problem solving in a fast-paced corporate banking environment. Travel up to 5% may be required.

Qualifikationen

• 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.

Aufgaben

• 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 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

Kenntnisse

Account Management

Client Management

Oral Communications

Presentation Skills

Data Management

Portfolio Analysis

Relationship Building

Analytical Thinking

Collaboration

Prioritization

Written Communications

Ausbildung

Bachelor's Degree or Equivalent Work Experience

Certified Treasury Professional

Jobbeschreibung

Bank of America is seeking a Treasury Sales Associate to support end-to-end treasury sales, coordinate client research, and ensure data integrity across core systems. You will collaborate with AML and onboarding teams, assist with client management processes, and help prepare client-facing materials for meetings.

The role emphasizes pricing strategy development, relationship building, and proactive problem solving in a fast-paced corporate banking environment. Travel up to 5% may be required.